Building Lifelong Relationships Rooted in Performance and Trust.

Epstein and White and Mercer Advisors together bring extensive experience to help clients manage their wealth. As a full-service wealth management firm, we can guide you in all aspects of your financial life. We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals.

The powerful combination of Epstein and White and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering. Learn more about these services here.

Questions? Contact us here.

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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.

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 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. Schedule a time with us today to discuss your financial future and the possible role of investments or insurance in your financial strategy!

WHAT IS

THE VALUE OF EPSTEIN & WHITE

WHAT IS THE VALUE OF EPSTEIN & WHITE

The highly qualified financial professionals at Epstein & White can work with you to identify your goals and dreams in retirement, and then we’ll help you develop strategies to make those goals and dreams a reality. Click the button below to learn more about the value of working with Epstein and White.

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Retire Right Radio Show With Epstein & White
When it comes to your financial future, knowledge is the critical first step.

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Every Sunday at 10am on KOGO 600 AM Radio

GET THE BOOK

Guide To Guaranteed Income: The Basics of Annuities

Get The Book – Guide To Guaranteed Income: The Basics of Annuities

In this little book, I’m going to teach you all of the reasons an annuity might be good fit for part of your retirement plan. I’m also going to teach you all of the reasons an annuity could be a horrible idea for you.

Confused yet? Don’t worry, you won’t be by the end of this book.

Whether an annuity ends up being a good idea for your retirement plan, or something to stay away from altogether – either way, as a retiree, you’re kidding yourself if you don’t think you need to learn about them.

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The Step by Step Guide on How to Retire Right

Get The Book – 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!

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