What is vesting?
- Broadridge Content
Vesting is how you earn rights to employer contributions over time.
See my episode of "Success Today" with Jack Canfield, filmed by an Emmy® Award-Winning crew in Beverly Hills. Stay tuned!
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
What's the Latest News?
Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
All of our favourite words of 2024
- The Economist
Explore gaokao, chiplets, kidulting and dozens more intriguing terms the Economist editors picked to remember 2024.
Should I invest a lump sum or use dollar cost averaging when investing in a 529 plan?
- Broadridge Content
When investing in a 529 plan, you can contribute a lump sum or use dollar cost averaging.
Converting or Rolling Over Traditional IRAs to Roth IRAs
- Broadridge Content
Find out more
These Are the Highest Paying Jobs Available Without a College Degree, According to a New Report
- Entrepreneur Magazine
The median salaries for these positions go up to $102,420 per year.
How much can I invest in a 529 plan?
- Broadridge Content
You can contribute a lot to a 529 plan-enough for four years of college and more.
Helping Maximize Your Future
In this video, discover how you can redirect dollars destined for taxes into your own retirement plans, effectively putting more money in your pocket for the future. By taking proactive steps now, you can secure a more financially stable tomorrow.
I appreciate you taking a few moments to join me and I look forward to continuing this conversation soon.
Explore how you can keep more of your money for the futureI appreciate you taking a few moments to join me and I look forward to continuing this conversation soon.
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Our Mission
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.