You can expect a personalized, client-first approach to managing your financial future. From the very beginning, we take the time to understand your unique goals, challenges, and vision. Our team of experts will develop a customized strategy tailored to your needs, whether it’s wealth management, tax planning, or business financial consulting. You’ll experience proactive communication, transparent advice, and solutions that evolve with your financial journey. Our goal is to help you build a lasting legacy with confidence and peace of mind.

Before connecting with one of our professionals, our Client Services team is here to answer any initial questions you may have. This ensures you have all the information you need upfront and allows us to understand your unique financial goals, so we can best support you moving forward.

Yes! While we have physical offices in Arizona, Utah, and Washington, we proudly work with clients across the entire United States. Whether you prefer in-person meetings or virtual strategy sessions, our team is equipped to support your retirement planning wherever you are. No matter your location, you'll receive the same personalized guidance and Epic experience.

We offer a comprehensive range of services designed to meet your financial needs, including:

Wealth Management: Personalized investment strategies, portfolio management, and asset diversification to grow and protect your wealth.

Financial Planning: Customized plans for retirement, estate planning, education funding, and long-term wealth goals.

Tax Preparation & Optimization: Expert tax strategies for individuals and businesses, focused on minimizing tax liabilities and ensuring compliance.

Our goal is to help you build, protect, and grow your financial legacy with confidence and clarity.

You should consider hiring an advanced tax planning specialist if you have significant assets, multiple income streams, a business owner with a large tax bill, or are looking to optimize your business structure for tax efficiency. They can provide tailored strategies to help you achieve your financial goals while minimizing tax liabilities. If your tax bill is at least $100,000 and you have cash available to implement tax strategies, you could greatly benefit from advanced tax planning.

When choosing an advanced tax planning specialist, look for qualifications such as relevant certifications (like CPA or EA), experience with clients in similar financial situations, a proactive approach to tax strategy, and good communication skills. Additionally, seek someone who takes the time to understand your financial goals and offers personalized solutions rather than a one-size-fits-all approach.

Advanced tax planning can significantly enhance your net worth by optimizing your tax strategy, allowing you to retain more of your income and investment returns. By strategically managing deductions, credits, and capital gains, you can reduce your overall tax burden. This increased cash flow can then be reinvested into assets, retirement accounts, or other wealth-building opportunities, creating a compounding effect on your net worth over time. Additionally, a well-structured tax plan can help you take advantage of tax-efficient investment strategies, further supporting your financial growth.