Full Check List

There are legal, governmental and personal documents available to you free of charge that could qualify you for additional benefits, tax savings, Medicare savings and Identity Protection.

What has changed significantly in the last 5 years?

  • ​ Privacy laws have eroded our ability to protect our personal affairs

  • Tax laws have become even more complicated… hiding easy to do tax reductions from the average tax payer

  • Health insurance and medical coverage has become a complicated and arduous endeavor

  • Banks and Financial institutions have instituted actions to protect themselves… things that can actually hurt the unknowing customer

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.  

 

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