Serving Families
Building Futures

We coordinate professionals to design and oversee your personalized financial plan.
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Our Story

The EPI Family of Companies began in 2000 as EPI Group, LLC, specifically focusing on estate preservation and planning. In 2001 the insurance agency, EPI Protection, LLC, was launched to provide clients with a variety of insurance products to help meet their financial planning needs. A decade later in 2011 EPI Advisors, LLC, was added to the family of companies which in 2015 developed into the company now known as EPI Financial Group, a Registered Investment Advisory firm for clients interested in growth opportunities afforded by professional money management.

We started with a vision of helping people coordinate their finances with their estate planning needs. More than two decades later, we have helped thousands of clients do exactly that and we plan to continue doing so for years to come.

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Envision Your Future

Start today on the tomorrow you’ve been dreaming about. Schedule a complimentary visit.

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Plan It

With your goals in mind, our EPI Process will help translate your retirement dreams into clear action steps.

How We Help

Live It

While you enjoy retirement, we’ll monitor regularly to help ensure your plan stays on track for as long as you live.

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Wondering How to Create Income in Retirement?

Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?

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What We Offer

We believe the best financial plans are personalized. With your entire estate in mind, these plans are regularly reviewed and updated as your goals change.

Our comprehensive services empower you to meet your goals, which may include legacy planning, active investment management, retirement strategies, and tax-minimization methods.

retirement-income-strategies

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

ira-rollovers

IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

ira-legacy

IRA Legacy Planning

How We Help

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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