The EPI family of companies work with friends and neighbors just like you helping them meet their financial goals through the use of insurance and investment products.
Your Retirement Kit will include three guides that discuss topics you should consider while planning for your retirement.
We will evaluate and assess your financial situation and will provide suitable recommendations. We will do so with integrity and transparency. Our professionals are knowledgeable about finances and respect the importance of your priorities.learn more about us
We maintain the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, products and services.
We have been working with individuals and businesses throughout the state of Michigan since 1999. Each of our Agents have extensive experience and hold various professional designations. Each is licensed to sell a variety of investment and insurance products.
We are dedicated to developing lasting relationships with our clients. We will help you assess your financial goals so you can participate in the management of your finances. We have the ability to provide clear explanations about financial products and services. The personalized program that we can provide is your roadmap to a more secure financial future.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through EPI Advisors, LLC, a MI Registered Investment Advisor. Insurance products and services are offered through Protective Planning Group, LLC. EPI Advisors, LLC and Protective Planning Group, LLC are affiliated companies. Estate Planning Institute Group, LLC. Protective Planning Group, LLC. All Rights Reserved. All written content on this site is for information purposes only. Opinions expressed herein are solely those of EPI Advisors, LLC, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of MI or where otherwise legally permitted. Please note that representatives of the Estate Planning Institute Group, LLC, and its affiliates are not licensed attorneys. Their representatives provide commonly known and generally available information regarding estate planning and do not provide specific legal advice regarding your estate planning needs. The Estate Planning Institute Group, LLC, and its affiliates strongly urge you to seek qualified legal advice from a licensed attorney in your state of residence who limits their practice to estate planning.