About us

Epps Financial Services is a dynamic financial services firm specializing in life insurance and retirement income planning. We help families and business owners with full retirement planning, college education planning,
long-term care, and short and long-term disability income planning. Contact us for a free review of your insurance, savings, and retirement plan.
• 401(k) Planning
• 403(b) Planning
• Roth IRA
• Traditional IRA
• SEP and Simple IRA
• 529 College Plans
• Profit Sharing Plans
• Fee Based Services (Strategic, Tactical, Tax-Sensitive, Separately Managed Accounts)
• Medicare Supplement Insurance
• Medigap Insurance
• Medicare Advantage Plans
• Part D Prescription Drug Plans
• Senior Dental and Vision Benefits
• Final Expense Policies
• Social Security Optimization Strategies
• Group Health Insurance Benefits
• Disability Income Insurance
• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Long-Term-Care Insurance