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Investment Guidance, Retirement Planning, Risk Management, Estate Planning, Tax Strategies, PERS and 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
By making the unconscious or subconscious conscious, now you’re empowered to do something about it. Financial planning is po...
- Broadridge Content
The golf industry is flourishing even though it can be a costly sport to play.
- Entrepreneur Magazine
By awakening our Absolute Intelligence, we can lead with purpose, creativity and heart in a tech-driven world.
- Broadridge Content
Social Security benefits help women of all ages and their family members.
- Broadridge Content
When developing a succession plan for your business, you must make many decisions.
- Broadridge Content
Be sure you understand the options for your 401(k) plan when leaving your job.
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.
