A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe For Office Appointments.

It may have been a while since we've seen you in person, but we want to let you know that our offices are open for in-person appointments. We are adhering to the state guidelines and are maintaining best practices of cleanliness and social distancing in our offices. As such, we are only available for pre-scheduled meetings at this time but are making every effort to get everyone scheduled as quickly as possible.

If you are coming into the office, we ask that you follow these guidelines:

  • If you are not feeling well, have a temperature, cough, or other symptoms in the last 14 days we ask that you please reschedule
  • Please wait for your designated appointment time before entering the building, as our lobby is closed at this time
  • Observe social distancing of 6 feet
  • Masks are available and required

For your safety and convenience, we can also schedule a video conference or traditional call for those business requests that may not require an in-office visit.

Our goal is to do everything we can to create a safe environment to protect both your financial and physical health. We want you to feel comfortable in knowing that we are taking every recommended precaution with your well-being in mind.

We look forward to seeing you soon!

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.

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