"Epic Financial is a place where our clients can feel at home. We are dedicated to helping our clients secure their financial future, protect their family, and live a comfortable retirement.  Our approach to financial education has always centered around families.  We believe the financially strong homes of today                lay the foundation for bright futures."
-Jonathan Spatz, Founder

Become Financially Fit

Added Protection for Your Family

What does it mean to be financially fit?  How do I do it?


At Epic Financial, we will sit down and go over you entire financial picture and help prioritize what's most important to you.  


Debt?  Retirement?  College?  Life Insurance? Protecting my assets?  Protecting my family? Cash flow?  Estate?  Investments?

Life is full of unexpected surprises and you don't want the people you cherish the most to suffer.

You have to get your financial affairs in order.


You need to be organized.


Have the necessary protection in place. 


At Epic Financial, we can review and see if there are any gaps in your financial net.

Debt Solutions

Take control of your debt and get your money working for you.

Business Solutions



Turn an expense

into an asset

College Planning

Learn how to most efficiently pay for college.

Contact Us

2571 Springs Road NE

Hickory, NC 28601

Phone     (828) 569-1040

Fax     (828) 569-1270


Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Epic Financial and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Epic Financial and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.  


Authorized Distributor of Your Family Bank

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