Your Financial Guide & Partner for Life

Retirement Planning

Retirement planning to take the guesswork out of your future.

When your paycheck stops, you need a reliable stream of income as well as protection from excess taxation in retirement. As you get to a certain stage in life, you want to make sure that you don’t have to work forever. When you work with Epic Trust, you’re not just planning for today, but also your future.

As the economy and workplace continue to change, now, more than ever, planning for your future is in your hands. People are living longer and want to live well into retirement without sacrificing their desired lifestyle. Planning for your goals requires additional savings now. We are here to help with the whole process, whether you’re beginning in your 20’s or looking at retirement in the near future. It is important to have a clear idea of what you want for your retirement, and plan accordingly.

What do you want your life to look like post-retirement? Do you have a goal of simple stability and keeping up with inflation, or do you yearn to travel or take on new projects? Having an idea of what expenses will look like can help us make living your life to the fullest a reality.

We want to see you live out your goals, we’ll help you to determine what are the best options to reach them and outlive your portfolio. We will work with you to set up your portfolio based on your current age, what your risk tolerance is, and what your investment goals entail. Financial planning for retirement will evolve through the years, rebalancing to update plans as needed. Saving for retirement doesn’t have to be a daunting task, we’re here to take the guesswork out of your future, making your money all work together on your behalf to satisfy your needs long-term.

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