Eps Wealth Management

EPS COMPANIES – Education + Planning = Success Products and services: EPS WEALTH MANAGEMENT • Outcome Focused Investment Strategies • 401k’s, IRA’s, Roth IRA’s, Rollovers – • Investing For Streams of Predictable Income EPS DOC PREP Legal Document preparation • Living Trusts, Wills, Powers of Attorney (Financial, Healthcare, Mental) Establishing a Business • Limited Liability Companies • Professional Limited Liability Companies • Corporations • Non-Profit Corporations Business Management • Operating Agreements • Buy & Sell Business Continuation Agreements • Business Valuations • Interfacing With Corporation Commission ESTATE PLANNING SOLUTIONS, INC. Life Insurance • Full Range of Term, Whole Life, UL, IUL Products • From many providers to meet your individual needs Annuities – • Safe Money – Market Linked Interest Without Market Risk • Contractually Guaranteed Lifetime Income Long Term Care Insurance Health Insurance (Referrals) Homeowners Insurance (Referrals) Auto Insurance Referrals (Referrals) Business Insurance (Referrals) TAX PREPARATION (Referrals) • Tax Reduction Planning • Personal, Business & Estate Returns RETIREMENT PLANNING • Macro View – have you addressed all of the major areas of your planning? • Micro View – is what you are doing appropriate for you? • Retirement Analysis Program – When will you run out of money? • Narrative – personal, written plan addresses all areas of your finances