Strategic Advisor
Over the years, as your track record of success has expanded, you have come to understand and appreciate that managing your personal assets is a demanding and time-consuming endeavor. During this time you have accumulated a series of advisors, providers and carriers that deliver you with a specific targeted service in managing your financial life. These micro-managers are specialists in their particular area of knowledge. At EPIC, we refer to this as the traditional and common micro-advisor model.
Over 90% of people embark on this approach and with no one managing the big-picture, you are left with the complex responsibility of tying all of your financial decisions together. With your attorney, insurance broker, money manager, accountant and other team members working individually, their recommendations are simply uncoordinated. Without a better approach, it isn’t possible to optimize the performance of your personal assets.
UNCOMMON APPROACH – STRATEGIC ADVISOR
By working with and coordinating all of your advisors, providers and carriers, we take you out of the unenviable position of being your own strategic advisor. We work with you to be your single source for integrated wealth management. We can help to eliminate blind spots in your planning, processes and products. At EPIC, we refer to this as the uncommon macro-advisor model. This uncommon model is well known by the highest net-worth individuals around the globe. This uncommon approach is what has helped preserve and grow their wealth for decades. It is this uncommon approach that we deliver to you.
PROCESS DRIVEN
As your single source for integrated financial services, we leverage The EPIC Approach to provide you with a lifetime strategy to gain financial control and help you reach your full financial potential. We meet to review your goals, needs and requirements and consult with your existing advisors. We model your financial life and establish a baseline of information on the plans, actions and products you currently have in place. We then provide you with recommendations that can help optimize both your wealth preservation and generation by linking all your plans, strategies and advisors into one optimized plan.
MACRO vs. MICRO
