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Chart Your Financial Future

The process starts with us understanding what you value, what are your goals, dreams, and roadblocks that are in the way from reaching them. Your financial plan is crafted by listening to you and implementing steps towards your success.

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Why Work with US

We take tremendous pride in providing truly independent unbiased advice and solutions for our client's needs and goals.

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What is Our Process

Simple, yet thorough, our team removes the stress and burden of your complex situation and helps you get organized, listen to your goals, concerns and what keeps you up at night, and put you on the right path to attaining your dreams.

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Our Mission

Our Mission

We look to foster long term relationships built on trust and confidence, so we can help guide you and your family to make intelligent financial decisions to reach your goals and dreams

Resources

About Us

Meet the team behind EPNE who have a combined 50 years of industry experience.

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Services

From retirement to tax strategies, education to estate planning, we’ll review all financial categories and help you understand how they impact one another.

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Contact Us

Interested in how we can serve you? Contact us to learn more.

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“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.”

- Peter Lynch

“You make most of your money in a bear market, you just don’t realize it at the time.”

- Shelby Cullom Davis

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