The EPIC Approach

At the “EPICenter” of The EPIC Approach is a comprehensive and confidential strategic planning process that uncovers and gains a full understanding of your current financial picture. Our approach looks in the rear-view mirror to the financial decisions of your past then gains a view out the windshield into the financial road ahead. Our process uncovers inefficiencies in your financial life along with innate conflicts arising out of you serving as your macro-manager and optimizes a new strategic direction for your financial future.

The EPIC Approach is our formalized approach to strategic financial planning with 6 key objectives:
  1. To provide you with a verifiable and statistically based personal financial model
  2. To provide you a personal financial strategy & plan
  3. To help preserve and protect your current wealth
  4. To help increase your savings and grow your wealth
  5. To help reduce your income taxes
  6. To help lower your financial risk

The EPIC Approach is a 4-phase approach whereby we gather information, analyze the components of your financial picture and conduct a thorough review with you where recommendations are made. Our process provides a clear understanding of what motivates you, analyzes the dangers and opportunities you may face in achieving your financial goals, and introduces new capabilities to keep you on the path to freedom.


In our initial meeting, we will review The EPIC Approach and how we work to achieving your financial freedom. Initially, you will be presented with a comprehensive and confidential financial questionnaire that provides us with a complete picture of your financial life. The questionnaire is designed to be easy and quick to complete and will be paramount to our success.

In our second meeting, we will review the completed questionnaire along with all the financial documents you have provided. Working collaboratively, we will examine your current financial status and then work to identify existing and potential opportunities for achieving your maximum financial success.


Using the information provided from your questionnaire and documents from our second meeting, we create your PERSONAL FINANCIAL MODEL and drive this information into a simple, easy to comprehend single page overview. Your personal financial model will identify strengths, weaknesses, pitfalls and opportunities in your current plan and will statistically quantify the impact of continuing those strategies.


From the results of your personal financial model and our discussions we will begin discussing and reviewing your PERSONAL FINANCIAL STRATEGY & PLAN to preserve and grow your wealth. Your personal wealth must also be insulated against loss. Together, we work to first preserve and protect the quality of your life and ensure it is never reduced. This means protecting you and your family against death, lawsuits, disability, taxes and other wealth-eroding factors. Next we focus on saving and growing your wealth through quantifiably identifying strategies, products and decisions that accumulate wealth while managing risk. At the conclusion of this phase, we begin to execute your personal financial strategy and plan.


The fourth phase of The EPIC Approach is focused on managing and monitoring your wealth as your Strategic Advisor. We stay with you and offer guidance in making any and all decisions that impact your financial life. As your lifelong Strategic Advisor, we are constantly working to help optimize your personal financial model and plan to work toward maximizing your wealth. We will continuously monitor all transactions, recommendations and activities of your advisory team to help pursue maximum financial success.

Check the background of our investment professionals on FINRA’s BrokerCheck.

Securities products and advisory services are offered through Park Avenue Securities, LLC (PAS), member FINRA & SIPC. OSJ: 800 WESTCHESTER AVENUE 4TH FLOOR SUITE N409, RYE BROOK, NY 10573, ph# 914.288.8800. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. EPIC Wealth Strategies, LLC is not an affiliate or subsidiary of PAS or Guardian. 

This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 

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