What is the Epic Retirement Roadmap?

Ready to book your Risk Free Retirement Roadmap?

Schedule today and receive a complimentary Taxes in Retirement Report—a detailed estimate of what you could pay in taxes during retirement.

National Recognition

Our Process

Step 1 - Good Fit Call

Everything starts with a quick, no-pressure Good Fit Call. This is your chance to share your retirement goals and ask questions—while we determine if Epic is the right fit for your needs.

We're excited to work with you. As part of your initial consult, we'll provide a complimentary Taxes in Retirement Report, giving you a personalized estimate of your future tax exposure so you can start thinking strategically right away.

Step 2 - Seamless Onboarding

If it’s a match, we’ll guide you through our smooth and secure onboarding process. We’ll gather the financial details needed to build your Epic Retirement Roadmap, all while keeping the experience simple and stress-free. Our team is here to support you every step of the way.

Step 3 - Epic Roadmap

Once we’ve reviewed your financial picture, we’ll deliver your custom Epic Retirement Roadmap—a clear, tailored plan to help you protect what you’ve built, retire with purpose, and live the EPIC life you deserve. It’s not just about the numbers—it’s about building a life you’re excited to live.

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FAQ's

Your top questions about the Epic Retirement Roadmap—answered simply and clearly.

What can I expect as a client?

You can expect a personalized, client-first approach to managing your financial future. From the very beginning, we take the time to understand your unique goals, challenges, and vision. Our team of experts will develop a customized strategy tailored to your needs, whether it’s wealth management, tax planning, or business financial consulting. You’ll experience proactive communication, transparent advice, and solutions that evolve with your financial journey. Our goal is to help you build a lasting legacy with confidence and peace of mind.

How do I know if we're a good fit?

Before connecting with one of our professionals, our Client Services team is here to answer any initial questions you may have. This ensures you have all the information you need upfront and allows us to understand your unique financial goals, so we can best support you moving forward.

Can you work with people in other states?

Yes! While we have physical offices in Arizona, Utah, and Washington, we proudly work with clients across the entire United States. Whether you prefer in-person meetings or virtual strategy sessions, our team is equipped to support your retirement planning wherever you are. No matter your location, you'll receive the same personalized guidance and Epic experience.

What other services do you offer?

We offer a comprehensive range of services designed to meet your financial needs, including:

Wealth Management: Personalized investment strategies, portfolio management, and asset diversification to grow and protect your wealth.

Financial Planning: Customized plans for retirement, estate planning, education funding, and long-term wealth goals.

Tax Preparation & Optimization: Expert tax strategies for individuals and businesses, focused on minimizing tax liabilities and ensuring compliance.

Our goal is to help you build, protect, and grow your financial legacy with confidence and clarity.

What makes your company different then the others?

At Epic Private Wealth, we believe wealth management should be personal, proactive, and built around your legacy. Unlike traditional firms, we offer fully integrated financial planning, tax strategy, and CFO services under one roof—so you're not left coordinating between multiple professionals. We take ownership of the entire financial picture, building custom strategies that grow with your life and your business. Our team doesn’t just manage your money—we partner with you to help you live an epic life.

When is a good time to hire an advisor?

The best time to hire an advisor is before you think you need one. Whether you’re growing a business, preparing for a major life transition, or simply tired of doing it all alone, an advisor helps you build a clear financial path forward. If your income is rising, your tax situation is getting more complex, or you’re thinking about long-term legacy planning, that’s a great time to start a conversation.

Does my advisor work with my CPA?

Yes—and if you don’t have one, we have an in office CPA ready to step in. Our advisors collaborate directly with attorneys, and other key members of your financial team to ensure every piece of your strategy works together seamlessly. When you work with Epic, you get a coordinated approach designed to reduce inefficiencies, maximize tax strategies, and save you time and stress.

You have a list of advisors, how do I find the one that's right for me?

Each of our advisors brings unique experience and specialties, but all share the same commitment to excellence, transparency, and personalized service. We’ll start by learning more about your needs, lifestyle, and goals, then pair you with the advisor who fits best. Whether you're a business owner, high-income professional, or looking to protect generational wealth, we’ll connect you with someone who understands your world.

Awards Disclosures:

Companies on the 2024 Inc. 5000 are ranked according to percentage revenue growth from 2020 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2020. They must be U.S.-based, privately held, for-profit, and independent – not subsidiaries or divisions of other companies – as of December 31, 2021. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2020 is $100,000; the minimum required revenue for 2024 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Firms must submit an application in order to be considered. No compensation was paid by the firm to be considered. The award was received on August 15th, 2023.

“USA TODAY’s Best Financial Advisory Firms 2024” was published on April 23, 2024, and is a ranking of registered investment advisory firms prepared by USA Today and Statista, Inc. The ranking is based on recommendations by financial advisors, clients and industry experts and a firm’s development of Assets Under Management (AUM). Recommendations were collected via an independent survey among over 25,000 individuals, and self-recommendations were prohibited. In order to be eligible, firms must be registered as an RIA firm with the SEC or at state level for at least one year, a principal office in the United States, a clean disciplinary record, offer financial planning services or portfolio management for individuals and/or small businesses, AUM must be greater than $500,000 and achieved an overall score among the top 500. No compensation was paid in order to be eligible for this award.

Disclosure:

All Investment Advisory Services are provided by Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Insurance products are offered through Northwest Insurance Alliance, LLC and guarantees are subject to the claims-paying ability of the issuing company and are not guarantees offered by Epic Trust Investment Advisors, LLC, or its affiliated companies. Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth is NOT a chartered bank, trust company, or depository institution. Additional information about Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at

www.adviserinfo.sec.gov

, using SEC #801-120618. Epic Trust Investment Advisors, LLC does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

Epic Trust Is A Client-Focused SEC Registered Investment Advisory Firm That Offers It's Network Investment Advisor Representatives Access To "Proven In The Trenches" Financial Planning Tools and Investment Portfolios Tailored To Each Client’s Unique Goals And Plans. Please note, registration with the SEC does not imply a certain level of skill or expertise.

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.