WELCOME TO YOUR EPOCH LIFE
Not Your Granddad's Financial Advisor.
A massive wave of disillusionment is sweeping through America in regard's to their traditional financial plans. Most advisors want to sell you commodities- buy this mutual fund, this stock, that gold, that ETF. Here at Epoch Life, we want to teach you the strategies to get predictability and security in your financial tool belt.
Tax Free Retirement Planning
Trusts, Wills, and Legacy Planning
IRA Refinancing
ABOUT US
Our Commitment to Your Financial Well-being
Focusing on making real financial education available to the everyone, Epoch Life was built on the principles of integrity, transparency, and unwavering commitment to our clients. We know how diligently you work daily to get ahead. We want to make sure that your money is working just as hard for you while maintaining LASER- Liquidity, Safety, Predictable rates of return, and tax favored treatment on growth, distribution and transfer of that wealth.
SERVICES
How We can Serve You
Tax Free Retirement Solutions & Market Protection
Do you know how so many people get to retirement, then run out of money? There are 3 major forces working against your wealth accumulation. At Epoch Life we want to teach you the 3 main dangers families face and how to become immune to these things so you never have to worry about outliving your money.
Be Your Own Banker Strategy
We all have heard the old adage that you either make interest or pay interest. What most don't know is that there is a third option, and it is what the banks have been doing with our money for centuries. Learn how the banks pay interest to earn MORE interest so you can make yourself the bank and perpetuate your wealth.
Legacy Planning
Most, if lucky, will divide up all of their assets and disburse them among their heirs. At Epoch Life, we teach you how to leave behind real assets, KASH, instead of just your financial assets. Learn the strategies to leave behind Knowledge, Attitude, Skills and Habits. Transferring KASH to your heirs insures their future health and wealth for generations instead of squandering it over three generations like many wealth families have done before.
Financial Goal Setting
Much like a GPS; we all need two key points to plot a route. We need to know where on Earth we are, and where we want to end up. This can feel like a very daunting task, especially when we do not know what questions to ask. Let us help you build the quickest path from point A to point B.
HOW WE WORK
How We Create a True Wealth Transformation
Discovery
Before any talk about products or strategies, our agents want to learn about you and your families values and goals. Not everyone is a good fit to work with us, so we want to make sure our strategies and values match yours.
DOS
Our primary goal is always education first. Our agents teach families about the 3 biggest dangers, opportunities, and strengths that can make or break a persons financial health. By understanding the dangers of T.I.M.E, our clients can insulate themselves from external factors to create more peace of mind.
EPOCH Design
Now that we know what matters most to you, we are able to create a tailored-made strategy to showcase the power of a laser fund and what it can mean for your family. Here you are able to see first hand how these tax free tools and strategies can help usher you into a new era of financial empowerment and wealth.
Optimization
In collaboration with the IUL insiders team at 3Dimmensional Wealth, we will explore and finalize the financial strategy, overall design and vision.
Proposal
At this stage, our team will bring a final proposal to you.
TWT
Once our teams' proposal is accepted, we work directly with the financial institution on your behalf to ensure quick implementation of the strategy. This completes the True Wealth Transformation for our clients.
Our Team
At [Your Company Name], our success is driven by the dedication and expertise of our remarkable team. Each member brings a unique set of skills and a shared commitment to helping you achieve your financial goals. Our credit repair experts have a deep understanding of the complexities of the credit system and a proven track record of delivering results. We take pride in our friendly and approachable customer support team, always ready to assist you on your credit repair journey. Together, we work tirelessly to provide you with tailored solutions, transparent guidance, and unwavering support.
Tony Luisi, Founder
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