Team Epic

WHAT WE CAN PROVIDE
We have dedicated more than 25 years to helping Americans achieve their savings and retirement goals. When our clients need someone to talk to about the financial questions that can affect their lives, we are there. We have the experience and the expertise to help our clients across an extensive range of important issues, including:
Financial Planning
Retirement Planning
Wealth Accumulation
Asset Allocation
College Planning
Fixed and Indexed Annuities
Long-Term Care Insurance

OUR PROMISE
We use companies that have been in business for 100 plus years and are rated A or better. We are helping Americans plan for and enjoy a secure retirement. We provide real solutions for real lives by consistently offering products and services that are innovative, simple to understand and easy to use. We take a personal approach to retirement plans and programs, offering customized solutions for individual needs. We are committed to the same unchanging standard of one-on-one service we have delivered since we began. We can help you live retirement on your terms.

TEAM INFORMATION
Maria’s experience and knowledge make her a valuable resource. She has been associated with the A or better companies since 1989. Maria holds the following license: Life, Health and Annuity Insurance. Yilian holds the following license: Life and Annuity Insurance. They are able to provide comprehensive retirement and financial planning service to individuals and are business throughout Florida and California. Our goal is to help all individuals achieve personal financial success by establishing, monitoring and attainment of their financial goals.