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Retirement Strategies

Our firm takes pride in providing comprehensive retirement planning services for our clients. We review our clients’ estate plans, taxes and insurance.

We integrate all aspects of our clients' financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

Our EPI Family of Companies offers:

  • Insurance Planning
  • Beneficiary Review
  • Retirement Planning
  • Financial Needs Analysis
  • Analysis of Present and Future Expenses
  • Estate Preservation
  • Income Planning

Just imagine a complete portfolio, in a customized binder, where all your financial, estate, and tax preparation needs are addressed. This is your comprehensive retirement plan. Many financial services professionals focus on products. Our experience shows that our clients’ needs are best served by focusing on people and processes.


 

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.