Estate Planning Institute

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5700 Crooks Rd Ste 206
Troy, MI 48098
+1 (248) 792-6034
https://www.epifinancialgroup.com

Estate Planning Institute, based in Troy, MI, is a trusted financial services firm that specializes in creating personalized retirement strategies through a combination of investment and insurance products. Established in 2000, the firm has evolved to encompass three companies dedicated to helping over 7,000 clients harmonize their estate planning and financial management needs.

The EPI Advisors LLC team focuses on continuous client support, regularly updating plans to adapt to changing goals while offering services such as active investment management, legacy planning, and tax-efficient strategies. With an emphasis on comprehensive financial planning, they aim to empower individuals to achieve their financial futures on their own terms.

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