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Individual Clients

“Helping you keep the money you make”

Our financial representatives are here to help you and your family through life’s many changing events. We believe growing wealth should be accompanied by a strong defensive plan. Our goal is to prepare our clients to use their accumulated wealth now and at retirement, with a focus on tax efficiency and legacy planning. We help you keep the money you make.

Life Events

We can help you find meaningful solutions and walk you through the uncertainties of your financial future. As reallocation specialists, we will help you find the most effective placement of your money in order to maximize growth, use and retention.

  • Family & Life Changes
  • Preparing for the Future
  • Unexpected Hardship
  • Unanticipated Wealth
  • Loss of  Loved One

Services

  • Retirement Planning
  • Philanthropic Planning
  • Legacy Planning
  • College Planning Options
  • Wealth Accumulation
  • Budgeting and Cash Flow Analysis
  • Student Loan/Debt Evaluation
  • Reallocation

Products

We offer a wide range of products designed to provide you with flexibility to help meet your needs during life’s unique situations. Our investment division at The Eppy Group fosters the client relationship and provides access to top rated fiduciaries who professionally manage wealth.

  • Life Insurance
  • Fixed and Variable Annuities
  • Disability Income Insurance
  • Individual Retirement Account (IRA)
  • Long Term Care Insurance
  • Mutual Funds
  • Managed Portfolios
  • Brokerage Accounts
  • Trust Services
  • 529 College Savings
  • Custodial Accounts