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Insurance & Estate Planning

We offer a wide range of insurance products to choose from Life, Health, Medicare, Senior Final Expense, voluntary benefits plans and other insurance products to choose from. If you are an individual seeking a health insurance plan anywhere in the U.S. simply click here to go to The 401K man's Virtual Benefits Marketplace.

Business owners and H.R. personnel seeking group benefit plans can speak to a broker by calling 877-775-0812 and asking for the Group brokers side or click here to submit a group form detailing the group size or requested plan. 

Investments & Financial Planning

Investments can mean many different things to different people nowadays, and keeping up with the ever widening pool of choices can sometimes seem daunting. This is one of the main reasons The Wealth Planning Center was founded to help people keep up and understand the wide selection of investment choices available to them. Traditional investments like stocks and bonds have now been joined with ETFs, Annuities, alternatives and many other classes. 


Finding the right investment choices nowadays is easy when you have the right professionals to help you understand the many choices available to you and what they can do to help at this point in your investment or retirement strategy.

There are also a wide variety of choices available in the alternatives marketplace to choose from if you would like to branch out from the conventional investment in the stocks and bonds marketplace. 

REITs, Hedge Funds, Specialty ETFs and Mutual Funds, Private Equity, Managed Futures, Options, Commodities, Derivatives and Structured Products, Life Settlements and Premium Finance are just some of the alternative investment choices available to savvy investors seeking to diversify their assets.

Just click below to enroll and become a member of our service. This will allow you to choose from our wide selection of qualified advisors to see to might best fit your needs and goals.

Retirement Planning

If you had the ability to remove the risk from your retirement would you be interested? With the proper planning it is a fairly easy task to accomplish,We here at EPIC will be able to provide you with solutions to many of life's financial puzzles. It all begins with a toll free call or scheduling a free initial consultation. We have fixes for your 401K, annuities and other financial vehicles that come into use at different times in your life.

I would like to introduce to you a Private Pension Plan, which is a unique retirement program for individuals and business owners. Most people are familiar with 401K plans or basic pensions. The Private Pension Plans are I.R.S. approved retirement plans that have been around for over four decades and are relatively unknown by those who could use them the most,

Individuals and business owners who maybe planning to retire, sell the business or looking to pass on the reins while nearing their retirement. Contact us via E-mail using the box below for an agent who can provide a wide variety of solutions to reach you and see if you qualify for the private pension planning services. 

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