Other Service Providers

At EPIC, we work closely with a wide range of advisors, businesses, and entrepreneurs.

Our career specialists in wealth, tax, and estate planning can help you augment the services you already offer clients. Or you may decide to consult with us on an especially complex case or to bring in additional expertise for sophisticated clients.

By partnering with us, you can offer your clients these additional services :

• Financial Planning – Veteran Team of Financial Planners
• Tax Strategies – Cutting-Edge Products and Techniques
• Estate Planning – Estates of $5 to $250 Million
• Philanthropy and Gifting – Proprietary Strategies and Software
• Investment Management – Independent Money Management and Proprietary Funds
• Elder Care – Specialist in Elder Care Planning and Products - Specialist in Elder Care Planning and Products
• Tax-Deferred Plans - Annuities, Private Placement Structures
• Life Insurance – All Carriers, Domestic and International
• Health Insurance – 800 + Corporate Clients, On-Line and In Person

We have helped advisors add anywhere from $25,000 to as much as $250,000 to their bottom line. No matter what your business, we can help you expand while helping you strengthen your relationships with your existing or prospective clients.

Click here to see a list of the reputable firms who have already decided to work with us. Or contact us to arrange a telephone or in-person consultation.