Questions about your Plan, your Plan’s investment options or concern about investment performance. EPIC is here to provide you with information you need to help pursue your retirement goals.
The first decision you need to make when joining the Plan is: How much should I contribute?”
And, then ask: Am I contributing enough? The simplest rule to ensure your “golden years of retirement” are truly “golden:” start saving now!
EPIC’s greatest strength is our hands-on involvement with 401k participants. Besides group in-person meetings, we provide one-on-one guidance.
What estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals and many other factors. Upon request, EPIC Retirement Services Consulting can provide individual wealth management services.
In times of change or transition you don’t want to be shaking pennies out of a piggy bank. Having a financial plan in place can ensure that you are ready for planned and unplanned life events.