EPIC Wealth Strategies, LLC

The Financial Landscape

In life, we all want to achieve success. However, there are so many forces working against us. The same is true in your financial life. There are 4 core disruptive forces working against you preserving and accumulating wealth for your family. These disruptive forces must be overcome to maximize your full financial potential. At EPIC, we first want to educate you on these disruptive and wealth-eroding forces and then introduce our approach to overcoming them.

DISRUPTIVE FORCE 1: OUR COMPLEX WORLD

Keeping up in a rapidly changing world is difficult. Becoming overloaded and inundated with the many financial strategies, products and decisions can become overwhelming. Our macro-advisor model and EPIC approach help you cope with these changes by delivering you easy to understand financial models.

DISRUPTIVE FORCE 2: TAX LAW CHANGES

The Government is constantly changing the tax laws. These changes make it a challenge for any individual to plan and succeed. The EPIC Approach can help provide strategies to reduce your income taxes over your lifetime and help simplify your financial life.

DISRUPTIVE FORCE 3: STOCK MARKET RISK

With the information age ushered in, the stock market fluctuates up and down more than ever. Timing is critical but can’t be controlled. Our approach focuses on helping to minimize your risk while helping to work towards maximizing your reward in an ever-changing market.

DISRUPTIVE FORCE 4: MISINFORMATION IN THE MEDIA

Too much information has led to misinformation. As your strategic advisor focused on our process and not a product, we select the appropriate strategies and decisions that can enable you to work towards providing for the future.

OVERCOMING THESE FORCES

You probably own a variety of financial products and have made many financial decisions in your lifetime. Unbeknownst to you, these disruptive forces may have eroded your current wealth. Each product and financial decision most likely has been made individually and without much thought of integrating them into a skillfully coordinated and efficient strategy. Without a financial model and statistically proven plan to assess, evaluate or measure each financial decision, your money may become uncoordinated, inefficient and unproductive.

Our Strategic Advisor model along with The EPIC Approach combat these disruptive forces and put you in an enviable position with a lifelong financial advisor leveraging statistically tested approaches.

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