Financial Planning



Our EPS Financial team strives to provide the highest level of planning services available by helping you identify and prioritize your goals. By offering advice specific to you and implementing the strategies tailored to your needs we utilizing a team-based approach with support available from networks of specialists. 


What to expect during the client strategy meeting process...


1st Client Meeting

  • Client Discovery
  • Client Goals and Concerns
  • Current Profile Review 

2nd Client Meeting
  • Review Current Strategy Plan
  • Review Retirement Income Plan and Income Buckets
  • Allocation Strategy Options

3rd Client Meeting

  • Review Allocation Strategy With Recommendations
  • Review of Final Recommended Retirement Income Plan

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products.  They do not refer, in any way to securities or investment advisory products.  Fixed insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

The objectives may not be met.