Question 1

What does the company do?

Accepted Answer

The company helps create retirement income strategies for people in or nearing retirement, ensuring their retirement income lasts as long as they do.

Question 2

What services does the company offer?

Accepted Answer

The company offers financial services, wealth management, and retirement income strategies. They help individuals and families achieve their ideal retirements.

Question 3

How can I get started with the company?

Accepted Answer

To get started, you can schedule a meeting with the company to discover what your ideal retirement looks like. They will examine your current financial situation and determine your retirement needs, then provide you with a custom strategy to help you reach your unique retirement goals.

Question 4

Does the company offer any events or educational opportunities?

Accepted Answer

Yes, the company holds informational events where you can learn more about retirement income strategies, wealth management, and other relevant topics. You can check the calendar on their website for upcoming events.

Question 5

What is the company's background and experience?

Accepted Answer

The company is an investment advisory practice that offers products and services through AE Wealth Management, LLC, a registered investment adviser. They also offer insurance products through their insurance business, Epic Planning, LLC. The company is proudly serving families in the Eastern Panhandle and has a team of experienced professionals who can help you achieve your retirement goals.

Epic Planning

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About Epic Planning

Frequently Asked Questions about Epic Planning

What does the company do?

What services does the company offer?

How can I get started with the company?

Does the company offer any events or educational opportunities?

What is the company's background and experience?

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