EPI Financial Group is an independent financial services firm based in Troy, MI, specializing in helping individuals create personalized retirement strategies. With over two decades of experience, their team of professionals coordinates with clients to design and oversee customized financial plans that align with their estate planning needs, offering services such as retirement income strategies, wealth management, and tax-efficient strategies.
As a trusted expert in the field, EPI Financial Group has assisted more than 7,000 clients in achieving their retirement goals. Their comprehensive approach ensures that financial plans are regularly reviewed and updated to adapt to changing circumstances, empowering individuals to meet their objectives, including legacy planning, active investment management, and asset protection strategies.
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