Plan Smart. Invest Wisely. Retire Confidently.
Is Your Retirement Plan
on Track?
Retirement is more than a milestone—it’s the start of a new chapter. But with evolving rules, market shifts, and longer lifespans, a one-size-fits-all plan won’t cut it.
You need a plan that adapts, protects, and grows with you.
Are you saving enough for the lifestyle you want?
How do you optimize investments for long-term security?
Are there potential gaps in your current retirement strategy?
Your financial future starts with clarity.
Take the survey now and start building your path to a
confident retirement.
WHAT WE DO:
Retirement Planning
Never wonder, “Will I have enough?” We create sustainable strategies for lifelong income, Social Security optimization, and tax-efficient withdrawals.
Wealth Management
Your money should work for you. We build customized investment portfolios to grow and protect your wealth—whether you’re just starting or a seasoned investor.
Tax Strategy & Estate Planning
Keep more of what you’ve earned. We help minimize tax burdens and ensure your legacy is protected for generations.
Your Retirement Starts with a Single Step
Epic retirement readiness
Are You Ready?
Retirement isn’t just about leaving work—it’s about stepping into the life you’ve envisioned.
But true retirement readiness isn’t just about having savings—it’s about having a strategy.
Do you know how much you need to retire comfortably?
Have you planned for taxes and healthcare costs?
Are your investments working efficiently?
Our Epic Retirement Readiness Report gives you the answers you need, providing a clear, customized plan for financial stability in your next chapter
Retirement isn’t the end—it’s the start of your next EPIC chapter.
Do you feel like you are...
Running out of money and dealing with financial uncertainty
Downgrading your lifestyle or losing financial independence
Making costly financial mistakes, either from lack of knowledge or poor advice.
Becoming a burden to loved ones, whether financially, emotionally, or logistically.
Download Your Free Checklist & Save Time!
Your Retirement. Your Legacy. Your Epic Life.
At Epic Private Wealth, we believe retirement is about more than just finances—it’s about living the life you’ve worked so hard to build.
With our guidance, you can retire confidently, knowing your money is working for you, not the other way around.
Why work with Epic Private Wealth?
Decades of experience, cutting-edge market insights, and risk-managed investing—so you can plan with confidence.
Clear, honest advice with no hidden fees or fine print.
Your goals, your timeline, your future. Our strategies are built specifically for you.
Don’t leave your future to chance. Take the first step today.
Is a Financial Advisor Worth It? 6 Reasons You Might Need One
Why Should I Hire a Financial Advisor?
Epic Private Wealth
When it comes to managing money, most people fall into one of two categories: those who try to handle everything on their own and those who seek expert guidance. If you’ve ever wondered whether hiring a financial advisor is worth it, you’re not alone. Managing wealth, planning for the future, and making smart financial decisions can feel overwhelming, especially with tax laws, investment options, and financial strategies constantly changing.
So, why should you hire a financial advisor? Here are some key reasons.
1. You Want to Build and Protect Your Wealth
Earning a good income is one thing—making the most of it is another. A financial advisor helps you create a strategy to grow and protect your wealth so you’re not just making money but also keeping and multiplying it. Whether it’s investment planning, tax strategies, or structuring your business finances efficiently, an advisor ensures your money is working for you.
2. You’re Paying Too Much in Taxes
If you’re a high-income professional or business owner, taxes are likely one of your biggest expenses. Without a proactive tax strategy, you could be paying more than necessary. A financial advisor who specializes in tax planning can help you minimize your tax burden legally and strategically—keeping more money in your pocket.
3. You Don’t Have the Time to Manage Everything
Between running a business, advancing in your career, and managing personal responsibilities, there’s little time left to research investments, stay updated on tax laws, or develop a long-term financial plan. A financial advisor takes that burden off your plate so you can focus on what you do best while knowing your financial future is in expert hands.
4. You Want to Retire Comfortably
Retirement isn’t just about saving money—it’s about having a clear plan that ensures you can maintain your lifestyle without worrying about running out of funds. A financial advisor helps you map out a retirement strategy that aligns with your goals, whether that means retiring early, traveling, or leaving a legacy for your family.
5. You Need a Clear Financial Plan
Many people make financial decisions without a solid strategy—buying investments without a plan, setting aside savings without a purpose, or structuring their business finances inefficiently. A financial advisor helps you put all the pieces together, ensuring every decision aligns with your long-term goals.
6. You Want Peace of Mind
Perhaps the most valuable reason to work with a financial advisor is the peace of mind it brings. Instead of second-guessing your financial choices or worrying about what might happen in the future, you’ll have a trusted expert guiding you every step of the way.
The Bottom Line
Hiring a financial advisor isn’t about handing over control—it’s about making informed, strategic decisions with the help of an expert. If you want to build and protect your wealth, minimize taxes, save time, and gain financial confidence, working with an advisor could be one of the best decisions you make.
Not sure if financial advising is right for you? Let’s have a conversation. A quick consultation could help you determine whether working with an advisor is the right fit for your financial goals.
Let’s see how a personalized financial strategy can help you build and protect your wealth
Awards Disclosures:
Companies on the 2024 Inc. 5000 are ranked according to percentage revenue growth from 2020 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2020. They must be U.S.-based, privately held, for-profit, and independent – not subsidiaries or divisions of other companies – as of December 31, 2021. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2020 is $100,000; the minimum required revenue for 2024 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Firms must submit an application in order to be considered. No compensation was paid by the firm to be considered. The award was received on August 15th, 2023.
“USA TODAY’s Best Financial Advisory Firms 2024” was published on April 23, 2024, and is a ranking of registered investment advisory firms prepared by USA Today and Statista, Inc. The ranking is based on recommendations by financial advisors, clients and industry experts and a firm’s development of Assets Under Management (AUM). Recommendations were collected via an independent survey among over 25,000 individuals, and self-recommendations were prohibited. In order to be eligible, firms must be registered as an RIA firm with the SEC or at state level for at least one year, a principal office in the United States, a clean disciplinary record, offer financial planning services or portfolio management for individuals and/or small businesses, AUM must be greater than $500,000 and achieved an overall score among the top 500. No compensation was paid in order to be eligible for this award.
Disclosure:
All Investment Advisory Services are provided by Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Insurance products are offered through Northwest Insurance Alliance, LLC and guarantees are subject to the claims-paying ability of the issuing company and are not guarantees offered by Epic Trust Investment Advisors, LLC, or its affiliated companies. Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth is NOT a chartered bank, trust company, or depository institution. Additional information about Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-120618. Epic Trust Investment Advisors, LLC does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.
Epic Trust Is A Client-Focused SEC Registered Investment Advisory Firm That Offers It's Network Investment Advisor Representatives Access To "Proven In The Trenches" Financial Planning Tools and Investment Portfolios Tailored To Each Client’s Unique Goals And Plans. Please note, registration with the SEC does not imply a certain level of skill or expertise.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
