EXTENDED PERSONAL SERVICE, LTD
"If it's important to you, it's important to us."
Financial Planning
Why Choose EPS FInancial?
Our EPS Financial team strives to provide the highest level of planning services available by helping you identify and prioritize your goals. By offering advice specific to you and implementing the strategies tailored to your needs we utilizing a team-based approach with support available from networks of specialists.
What to expect during the client strategy meeting process...
1st Client Meeting
Client Discovery
Client Goals and Concerns
Current Profile Review
2nd Client Meeting
Review Current Strategy Plan
Review Retirement Income Plan and Income Buckets
Allocation Strategy Options
3rd Client Meeting
Review Allocation Strategy With Recommendations
Review of Final Recommended Retirement Income Plan
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company.
The objectives may not be met.