You’re busy; so busy running your business or shining at your career that it’s hard to find time to sit back and examine your individual or company’s insurance and long-term financial needs. That’s what we do. We’re the financial team with a small business perspective; we can help you protect what you have built and balance your business and personal life.
We focus on two areas;
- Individual insurance and estate planning**, with access to professional investment managers.
- Business planning: health insurance and employee benefits, valuations, buy/sell funding, deferred compensation, and business succession.
In today’s complex environment, it is essential to have a strong team of professionals, with expertise in a variety of disciplines, working for you. We pride ourselves on our ability to spearhead your advisor team- coordinating the efforts of your attorney, CPA and other investment professionals to create a comprehensive strategy for all your financial needs.
At The Epstein Company, extraordinary service, innovative ideas and competitive products are business as usual. We can help keep you financially on course- so you can focus on your career or business and following your dreams.
“Coordinating Business and Personal Financial Goals”