At EPI Advisors, LLC, we know that no two investors are alike. In order to help clients meet their financial goals we implement a personalized approach. Our recommendations are tailored to each client’s goals, desired return, risk tolerance, time horizon and future income need.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.
Your retirement kit will include three guides that discuss topics you should consider when planning for your retirement. Enter your name and email address below to request your copy.
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 EPI Protection, LLC. EPI Advisors, LLC and EPI Protection, LLC and EPI Group, LLC are affiliated companies. 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 EPI 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. EPI 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.