Celebrate Our Nation’s Independence and Secure Your Financial Freedom

The 4th of July, a celebration of our great nation’s independence, is here once again! What that also means is that you’ll be bombarded with all the big sales on everything from outdoor grills and cars, to mattresses and televisions. Unfortunately, for many the 4th seems to have evolved into nothing more than a big retail holiday, but let’s not forget the true meaning of the day. At its core, the 4th of July is about freedom, independence, and the brave men and women who risked everything to get it. It’s a celebration that marks the birth of the greatest country on earth.

As Americans, we cherish our freedom and independence, and continue to fight for it in many different ways. We should always be grateful, and remember how many oppressed people around the world yearn for the simple freedoms we enjoy on a daily basis. We should also remember that the tenants of freedom and independence aren’t just for the country as a whole, but also for each of us to pursue individually.

As we near or enter retirement, freedom and independence come into sharper focus and take on stronger meanings. We start to worry about things like whether we’ll outlive our money, and if we’ll be able to take care of our loved ones and ourselves later on in life. Independence really becomes about securing and maintaining your financial freedom so you can live the rest of your life on your terms.

Don’t wait until retirement to start living freely. If you’re feeling uncertain about your current retirement plan, you don’t have to. Having someone in your corner to help you create a solid financial plan is as easy as scheduling an initial meeting.  We help our clients plan with foresight and help them understand what they need to do financially so they can start living life instead of worrying about it. Click Here to request your complimentary, no obligation financial review!

This is your time to make sure you are on the right path to achieving your retirement goals and securing your financial independence. So, on this 4th of July, re-affirm your independence by making sure you secure your financial freedom for the years to come.


Epstein & White is a tradename. All services provided by Epstein & White investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Epstein & White. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely on any information provided herein. Investing involves risk, including the possible loss of principal. Diversification and asset allocation does not ensure a profit or guarantee against loss. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas.