Excellence ● Principle ● Integrity ● Care

Our focus is to satisfy the demands of Clients who require single source, yet multi-faceted consultative expertise combined with unbiased objectivity and maximum services. While others strive to commoditize their services, our services are personalized with emphasis on reliability, responsiveness and Client satisfaction.

EPIC’S greatest strength is its hands-on involvement with you, the Plan Participant.  Not only can you participate in group meetings, but you can take advantage of one-on-one communication with investment and retirement experts.