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See my episode of "Success Today" with Jack Canfield, filmed by an Emmy® Award-Winning crew in Beverly Hills. Stay tuned!
Tell me more!Why I Chose "Epic Journey Financial"
In this video, I share the inspiration behind the name "Epic Journey Financial" and how it reflects our commitment to helping make your financial journey extraordinary. Whether you're just starting out or looking to enhance your financial path, we're here to guide you every step of the way.
Let's get acquainted—click the button below to reach out and schedule a meeting. We understand the demands on business owners, so we're flexible to fit your schedule. I look forward to connecting with you!
Stay in the Know
- Forbes
Gearing up to retire within two years? Here are some tips you might want to pay attention to in case the economy slips into a recession.
- Entrepreneur Magazine
Learn how to effectively manage the complexities of modern entrepreneurship while prioritizing your personal health and well-being.
- Broadridge Content
President Trump has authorized major tariff actions with more likely to come.
- Forbes
Avoiding a recession has led to better returns after a stock correction. Monitoring these indicators can help provide an early warning about increased recession risks.
- Forbes
Passive income is about setting up smart systems, automating processes, and creating scalable revenue streams that don’t require your constant attention and involvement.
- Bloomberg
That old retirement image of Adirondack chairs on a lake is rapidly being replaced by one of swivel chairs facing a desk.
Helping Maximize Your Future
Discover how WE can help YOU
We are a community of dedicated financial professionals committed to the belief that everyone should have the freedom to pursue their own goals. We focus on providing the resources and relationships to support the needs and objectives of the clients we serve. It begins and ends with our Committed Benevolent Interest (CBI) in others. Helping create true wealth that goes beyond the numbers.
Mission Statement
The most important person in our organization is you.
Our Motto
The more you do for others, the more you do for you.
Vision Statement
Cultivate a community based on a Committed Benevolent Interest (CBI) for all family members, clients, associates, independent financial professionals, tax professionals, and financial institutions, to enjoy unmatched culture amplified by timely support, effective resources, and powerful technology to achieve the highest level of success you can imagine.
