Epstein & White
Epstein & White Retirement Income Solutions, LLC is a retirement income planning firm serving clients throughout San Diego, Del Mar, and other Southern California communities. As independent financial advisors in San Diego, we have developed our business by reaching out, nurturing, and maintaining close, trusting relationships with each of our clients.
At Epstein & White, serving individuals, families, and our community is the foundation of our business.
The Epstein & White team will be participating in the Rady Children's Hospital May 4th Dream Big 5K Walk. Our goal is to raise $5,000 for high quality care, technology, and research. We'd love you to help us support Rady Children's Hospital.
Please join our team or make a donation!
READ BRAD’S NEW BOOK!
Empower your retirement knowledge with The Step by Step Guide on How to Retire Right
When most people think about retirement, they may simply think of an age or an amount of money to retire with. These two factors alone aren’t enough to secure a prosperous retirement. Brad’s new book aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Download your free digital copy today to get started!
Epstein & White
Building Lifelong Relationships Rooted in Performance and Trust
We understand that it’s important for you to have a trusted independent financial professional you can count on to provide you with accurate and helpful information. Epstein & White Retirement Income Solutions, LLC wants to be your trusted financial professional. We are experienced and responsive, and we understand your need for integrity and transparency. We have the financial expertise and resources on retirement preparation including asset protection, legacy planning, social security planning, wealth management, income planning, and IRA/401K rollovers to help you realize your dreams. As an independent firm, Epstein & White can offer truly unbiased advice tailored to your needs and goals without any conflicts of interest. To schedule a time to discuss your financial future and the possible role of investments or insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 858-564-8036 today! By contacting us you may be offered insurance and/or investment products for sale.