Retirement Income Strategy Planning

We are an independent financial services firm that can help you create retirement strategies using a variety of investment and insurance products to custom suit your needs and objectives.

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

Our financial strategies and asset management services use investment products and insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.

Click on the links below to learn more about a few benefits of working with our team at Epstein & White, Now Proudly Part of Mercer Advisors.

• Independent
• Fiduciary vs. Broker
• Income vs. Growth