Epi Financial Group
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EPI Financial Group, based in Troy, MI, has been committed to helping families coordinate their financial plans since its inception in 2000. With a focus on personalized strategies, the firm serves over 7,000 clients through its divisions—EPI Protection LLC and EPI Advisors LLC—offering expertise in insurance, investment management, and estate planning.
The company's comprehensive services include retirement strategies, wealth management, and tax-minimization methods, empowering clients to achieve their financial goals. By regularly reviewing and updating plans, EPI Financial Group ensures that each client's strategy remains aligned with their evolving objectives throughout their retirement journey.
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