EPIC Personal Finance Services

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If you have ever wanted the comfort of having a dedicated financial advisor, say no more! The focus at EPIC is to focus on each person individually given each specific set of circumstances. Our team will work with you to:

1. Develop goals (short-term and long-term)
2. Assess current finances
3. Implement budgets 
4. Celebrate success

When you meet your goals, we meet our goals! Our approach provides genuine, connected personal guidance and coaching. Common achievements we have celebrated with our clients include: 

• Crushing credit card debt
• Mortgage pay-off
• Auto loan pay-off
• Saving for emergencies
• Investing in retirement

There's no day like to day to plan for tomorrow!