EPIC PLANNING LLC

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First appointment with Epic Planning [Office]
Please bring following 1.Copy of current pay stub copy 2. TSP statement 3. SS statement 4. Desired Retirement Date 5. Information on any outside assets you want included in retirement income projection 6. Monthly Budget worksheet 7. Spouses welcome

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial
strategy for retirement.
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Ongoing Financial Planning - [Office]
This appointment is to review your financials and retirement goals through an in-person office visit. Any other professional or financial changes and questions can be addressed at this appointment as well.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial
strategy for retirement.
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Ongoing Financial Planning Via Zoom [ VIDEO ]
This appointment is to review your financials and retirement goals by video conference. Any other professional or financial changes from the last appointment can also be addressed at this time.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial
strategy for retirement.
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Client Annual Review [ Office ]


By submitting your personal information, you consent to be contacted by a financial professional regarding your financial
strategy for retirement.
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30 Minute Complimentary Phone Call [ PHONE ]
Sign up for a complimentary phone call with Michael today!

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial
strategy for retirement.
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