At Epic Financial, we are people just like you.  We have families that we love and want to protect.  We employ the same strategies and products that we recommend to our clients.  We are in the same boat as you.  We may not be in the same phase of life, but we are working toward the same goal.

We want to be financially secure, protect our families, efficiently use our money, and have a comfortable retirement.

Let us help you work towards financial security thru educating, developing, and implementing your unique plan.

Jonathan Spatz
Investment Advisor Representative
jonathan@epicfncl.com
Lee Hollar
Consultant
lee@epicfncl.com

Kevin Moser

Consultant

kevin@epicfncl.com

Bert Spatz

Consultant

bert@epicfncl.com

Contact Us

2571 Springs Road NE

Hickory, NC 28601

Phone     (828) 569-1040

Fax     (828) 569-1270

info@epicfncl.com

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