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Wealth Strategies

• Wealth Transfer Strategies

• Estate Planning

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• Gifting

• Business Strategies

• Business Succession

• Pre/Post Business Sale

• Fee-Only Planning

• Financial Planning

• Wealth Diversification

• Pension Optimization

• Executive Compensation

• Family Office Development

• International Wealth

• Philanthropy

• Private Foundations

Compensation & Retirement

• Design & Administration

• Qualified Plans

• Defined Contribution Plans

• Profit Sharing Plans

• Money Purchase Plans

• New Comparability Plans

• 401K

• Deferred Compensation

• Executive Bonus

• Supplemental Retirement Plans (SERP)

• 401(k) Mirror Plans

• Retirement Distribution

• Employee Stock
Ownership Plans (ESOP)

• Tax-Deductible
Employer Plans

• 412(i)

Employee Benefits

• About EPIC Benefits • Bilingual Enrollment • Pre-Tax premium plans • New Hire Brochures • Benefit Surveys • Online Enrollment		• Services • Synergies • Medical • Dental • Vision • Chiropractic • Long-Term Disability • 401(k) Plan • Voluntary Plans • Financial Planning • Executive Planning • Comprehensive Planning • Communications		• Benefit Resources • Employee Welcome • Medical HMO • Medical PPO • Dental Plan • Vision Coverage • 401(k) Plan • Company Events • Company Holidays		• Employer Websites • Link to Directories • Contact EPIC Benefits • My Employee Benefits


Insurance • Domestic Wealth • Estate Tax • Wealth Shifting • Tax Deferral • Business Planning • Executive • Buy-Sell • Key Person • International Assets • Private Placement Life and Annuity • Offshore Private Placement • Quotes		Investment • Individual Asset Management • ETFs • Size A Accounts ($25k - $250k) • Size B Accounts ($250k - $2.5M) • Family Office Services($2M +) • Qualified Plan Management • Private Placement Management • Market Quotes		Elder Planing • Long Term Care • Retirement Distribution Maximization		Strategic Alliances • Law Firms • CPA Firms • Investment Banks • Pension Administrators • Asset Management Firms • Financial Planning Firms • Other Service Providers • EPIC Alliances