Every person has a different idea of what their unique retirement will look like. Not everyone envisions retiring at the beach and sailing on their private yacht. At EPIC, Inc. we do not have “cookie cutter” retirement plans and models, but strive to help plan and create a personal, unique retirement for each individual person.
Whether you are early in your career, actively contemplating retirement or already retired, proper retirement planning is essential in order to create your unique, personalized retirement. Proper retirement planning is more than simply deciding on what age to retire and how much money you need to retire. A thorough and in-depth plan is critical in order to achieve your unique, desired retirement.
The retirement planning process is complex as there are numerous aspects to consider from financial security to medical insurance to estate planning. At EPIC, Inc. we help navigate the myriad of choices and options that are critical in forming a thorough and unique retirement plan.
Our services include:
- Establishing personalized retirement goals and lifestyle
- Defined Benefit and Pension Plan Distribution
- Social Security
- Medicare Benefits
- Medicare Supplements and Individual Health
- Life Insurance
- Annuities
- Estate Planning
- Annual Review and Monitoring of your retirement plan
