consulting - personal financial planning

EPR offers a full spectrum of private client advisory services from investment and succession planning to tax compliance. Our professionals help individual and owner-managed businesses identify financial goals and design strategies to achieve them and preserve value.

EPR's comprehensive financial planning process begins with a professional evaluation of your financial situation and ends with an individual plan tailored to meet your financial and personal goals. Key elements considered include cash flow management, insurance analysis, tax planning, estate and retirement planning, and advice aimed at increasing net worth.

In cases where the process involves the assistance of other professionals like investment advisors and lawyers, EPR brings all the information together into one master plan and oversees the integration of these services. Our professionals do not receive a commission or broker the sale of any investment-related products, guaranteeing the protection of your interests.

We are proud of our reputation for providing personalized service and financial solutions that meet the needs of each client. We work hard to make the planning process as worry-free as possible and to ensure that our expertise is always a phone call or e-mail away.

EPR QUARTERLY ISSUE ON PERSONAL PLANNING (Adobe Acrobat)