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News and Updates

Congrats to Tsveti Reil on her U.S. citizenship!

June 6, 2023

If you had your taxes done at Epic Trust this year, you might have seen a new face around the Richland office, that of Tsveti

Roth It to Insure It

March 27, 2023

Avoid passing on the ticking time bomb of taxes on qualified accounts to heirs

New Year, New Goals

February 23, 2023

Tips for building a foundation key to goalsetting success

The Good, the Bad and the Ugly

February 13, 2023

Biggest Tax Fails Hall of Fame

Tyson Reil Amongst Coterie’s Top 5 Agents

February 2, 2023

Coterie Insurance Agency of Cincinnati, Ohio recently ranked Tyson Reil, Chief Marketing Officer and President of Insurance at Epic Trust among its top 5 agents for 2022.

It’s not as bad as it looks

January 21, 2023

Current Economic Trends

At Epic Trust, we care about people, not just numbers. In fact, we believe money is just a tool to help us accomplish good things in life—including service to others in our community.

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Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

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