EPI is an independent financial advisory firm serving clients throughout Michigan. For several years we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
The Estate Planning Institute Group, LLC (EPI) is a marketing organization offering comprehensive estate planning services. EPI was founded in 1999 by John D. Melody and serves more than 6,500 clients to date. For established clients, our field agents conduct annual reviews to ensure that assets are properly titled, goals are being met and supporting documents are reaffirmed. EPI proactively markets its comprehensive services through ongoing seminars, referral programs and direct mail.
Established in 2004, the Protective Planning Group, LLC (PPG) is an independent insurance agency offering a comprehensive product menu. PPG has an established alliance with an insurance marketing organization, giving them the ability to access multiple carriers. This empowers our Agents and provides them with a range of appropriate products rather than restricting them to a limited set. They also have access to certified public accountants (CPAs), advanced underwriters and attorneys who focus on estate and retirement planning. This gives our Agents the ability to offer you solutions backed by multiple disciplines.
In response to an ever-changing financial services world, EPI Advisors, LLC was formed in 2011. It is a Registered Investment Advisor (RIA), allowing our Investment Advisor Representatives (IARs) to give investment advice. The designation requires us to act as fiduciaries, putting the clients' interests first. Money is not managed “in house” – outside third party advisory firms are used so we can review performance objectively. Utilizing multiple money managers allows us to match the needs of clients more closely, using strategies like asset allocation and diversification. Managers with different styles bring an additional dimension not otherwise possible.
Southfield, MI 48033
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.