EPIC Wealth Strategies

At EPIC, we take great pride in artfully weaving your financial life in a highly efficient, strategically optimized manner to help protect and manage your wealth and lifestyle. The most valuable resource we bring you is a planning process that can help maximize your full financial potential. By developing and implementing a sound financial strategy, we educate you in understanding the impact and effect ALL of your financial decisions will have on your future.

The EPIC Approach leverages time-honored principles that are easy to implement, monitor and change to keep up with life’s ever-changing circumstances. We focus on strategies and processes that are verifiable and structurally sound within a given set of circumstances.

Securities products and advisory services are offered through Park Avenue Securities, LLC (PAS), member FINRA & SIPC. OSJ: 800 WESTCHESTER AVENUE 4TH FLOOR SUITE N409, RYE BROOK, NY 10573, ph# 914.288.8800. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. EPIC Wealth Strategies, LLC is not an affiliate or subsidiary of PAS or Guardian.

This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

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EPIC Wealth Strategies, LLC

WE EDUCATE OUR CLIENTS AND HELP THEM MAXIMIZE THEIR FULL POTENTIAL ACROSS THE FOLLOWING SERVICE AREAS:

Life Insurance

Estate Planning

Retirement Planning

Long Term Disability

College Planning

Long Term Care

Investments and Annuities

Non-Qualified Executive Benefits

Mortgages*

Buy-Sell Planning