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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.
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Stay in the Know
- Forbes
Market downturns create fear, panic, and uncertainty. Here's how to manage your emotions when it comes to investing.
- Forbes
Will Trump’s tariffs and his assault on the federal government lead to a deeper crash, or even a recession? Market experts advise long-term investors and retirement savers holders to sit tight.
- Broadridge Content
Find out more
- Forbes
Taiichi Ohno had a mission. As a diligent production engineer at Toyota during the 1940s and 1950s, he wanted to eliminate waste and inefficiency in the company's production processes.
- Forbes
One of the most misunderstood Social Security issues is how working past age 62 affects retirement benefits.
- Broadridge Content
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Helping Maximize Your Future
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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.
