Financial Planning

Planning is bringing the future into the present ... so that you can do something about it now.


Comprehensive Financial Planning begins with you. It’s pulling together all the moving parts of your financial life into one, cohesive plan. At Epic Capital we work with you to simplify the complicated and organize the chaotic. Creating a detailed financial plan is the first step toward having your financial goals and dreams become a reality. And if you don’t have one yet, how can you truly plan for the many variables that happen during one’s lifetime? Financial planning is the cornerstone that enables you to properly build your financial future with predictability, confidence, and peace of mind. These plans are the foundation that enable our clients to live A Good Life Well Lived™.

What Do I Get?

All Financial Plans Include:


Determination of Financial Goals
Detailed Household Balance Sheet
Detailed Net Worth Statement
Cash Flow Analysis and Forecast
Expense Analysis and Budgeting
Investment Allocation Overview
Wealth Accumulation Projection
Income Distribution in Retirement
Probability of Success Analysis

Ultimate Insight:


Plan Delivery Presentation (2 Hours)
Personalized Executive Summary Notes
Proposed Areas for Improvement
Interactive Cash Flow Forecast
Interactive “What-If” Scenario Analysis
Investment Allocation Recommendation
Integrated Tax Planning Strategies
Proposed Implementation Action Plan

Optional Reports and Analysis:


Life Insurance Gap Analysis
Education Expense Analysis
Comprehensive Estate Planning
Beneficiary Designation Audit
Early Death Scenario Planning
Employee Benefits Plan Review
“What If” Scenario Projections
Buy/Sell Transaction Impact Forecast
*Over 100 additional reports available

Ongoing Services:


Personal Online Financial Website
Online Plan Maintenance and Service
Semi-Annual Progress Meetings
CERTIFIED FINANCIAL PLANNER™ Access
No-Charge Instant Quick-Question Answers
On-Demand Meeting Availability
Active Portfolio & Investment Management
Timely Investment Recommendations
Innovative Wealth Building Strategies

So What Does It All Cost?

At Epic Capital we are fee-based and flat-fee fiduciaries. We price our financial planning in accordance with your specific needs. We do not believe it is fair to charge the same fee for an early-stage plan as we would for a much more complex situation with many moving parts. It is always our goal to have you walk away feeling that you underpaid for the value you received.

Epic Insights

Oct 20, 2021

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself or DIY investment management can be a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments day to day, you can lose a sense … Continue reading “Why DIY Investment Management Is Such a Risk”

Oct 18, 2021

If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character.You can approach these tasks methodically. In fact, it is probably best if you do. Here are the common steps required of executors, before … Continue reading “An Executor Checklist”

Oct 18, 2021

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 69% of people over age 65 can expect to need extended care services at some point in their lives. So, understanding … Continue reading “Understanding Long-Term Care”

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