In addition to mitigating risk and protecting assets for our private clients, EPIC is able to serve the personal financial needs of the client by providing access to some of the strongest financial and wealth preservation tools and strategies available. 

 

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What to Expect with EPIC

 

Our consultants work with clients individually to develop customized insurance and financial strategies related to:

  • Life Insurance Planning
  • Estate Planning
  • Wealth Transfer Techniques
  • Business Succession Planning
  • Disability Income Replacement
  • Long Term Care Financing Strategies
  • Personal Retirement Planning
  • Wealth Management Services

Our Leaders

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Carol Roberts

Managing Principal – New York, NY

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Susan Cereghino

Sr. Vice President - San Francisco, CA

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Stan Sanchez

Principal - San Ramon, CA

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Steve Titus

Managing Principal - Los Angeles, CA

Connect with EPIC Insurance Brokers & Consultants

Contact us to see how we can help your business.