We are a financial planning firm that has brought together the unique tax and estate planning strengths of Epiqwest Financial with the personal retirement planning and small business benefits solutions provided by Culver Companies. Our combined industry experience results in over 100 years of expertise and a highly comprehensive service model for our clients.
While some firms avoid addressing taxes, we recognize that for most of our clients, taxes are one of the largest lifetime expenses and require careful planning and management. We teach our clients that not all money is taxed equally, and the complexity of the US tax code necessitates deliberate planning and coordination with investment management. We can offer guidance for your unique plan today and adapt as inevitable changes to tax law occur. Contact us to discover how we can help you minimize your taxes and maximize your wealth.
We value long-lasting, authentic relationships with our clients and believe that relationship is the bedrock of our collaborative planning process. The most critical part of our work as financial advisors is to know our clients well, which is why we start every conversation with getting to know your goals and dreams. Great planning comes from a great understanding of what is most important to you.
Your needs are unique, so your plan should be, too. We offer an array of strategies and products for individuals, high-net-worth families, business owners, and employers. Click here to learn more about how we can partner together.
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