Dear Friend:
We provide plan driven concierge-level wealth management services to a limited number of families through a formal planning process, education, proactive communication, and unparalleled service. Our clients invest with a purpose, they make an impact, and they leave legacies. Our clients lead A Good Life Well LivedTM.
Welcome to Epic Capital Wealth Management.
Edward R. Doughty, CFP®
Managing Director
edoughty@EpicCapital.com
E3: In the Community
We have a mission to positvely impact our community. We do this through our E3 program.
A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few: your income needs, the order of your withdrawals from taxable and tax-advantaged retirement accounts, the income tax implications of those withdrawals, and sequence of return risk.
Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.
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