We at EPIC are highly trained financial strategists show you how to create the optimal amount of wealth with little or no additional out of pocket costs. We create a personalized financial road map tailored to your investment goals as well as create a financial dashboard so you can maximize the integration and coordination of all your assets on one page.


Our mission at EPIC is to make sure you know what is possible and to help you get the Financial Freedom you deserve.



We at EPIC offer financial life strategies that goes above and beyond the ordinary. We have integrated the EPIC Financial Freedom Road Map
1. The Rules of Money: Take control of your money from institutions
2. The Formula of Money: Identify and eliminate hidden lost opportunity cost
3. The Velocity of Money: Make multiple returns on the same dollar.

Clients who have implemented our recommendations have averaged over $9,000 in annual savings.

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