Our Focus With Clients
Prior to being in finance, both my husband and I were working with state departments, specifically, in mental health. As a result, we learned an incredible amount about how government and public policy can influence retirement, especially when it comes to handling state pensions and all the moving parts entangled with retirement like taxes, beneficiaries, and income levels affect you. The central theme for us in our work is that it must have an impact on others. Whether it’s reviewing numbers to take the emotional anticipation out of retirement, or talking about an aging parent and what to do for care, there is so much we have been through with our clients in the last decade. It feels like our clients become family because finance is so personal.
About Team Epps
Beverly holds a Retirement Income Certified Professional (RICP®) designation as well as her life insurance license and FINRA Series 6 license. She handles financial strategies, retirement strategies, and investment strategies for pre-retirees and retirees. Together, Beverly and Richard bring a balanced approach to guidance when it comes to your retirement lifestyle. They work together to afford clients the benefits of joint experience.
Richard* is a law graduate of Capital Law and holds a FINRA Series 7 license to guide others through retirement, investments, and disposable income. He also is a member of the Ohio Bar Association and works with clients to create an estate strategy and beneficiary arrangements with taxes in mind.
Together, Beverly and Richard Epps bring a balanced approach to guidance when it comes to your retirement lifestyle. They work together to afford clients the benefits of joint experience.