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Value Proposition
We at Epple Financial Advisors work in our client’s best interests to understand his or her unique issues and to create a flexible but clear and direct road map to financial goal achievement. This consists of a comprehensive and integrated wealth management plan and corresponding unbiased custom solutions. Our plans will continue to guide and protect clients in the years ahead, regardless of changing market and economic conditions.
Our Core Values
Comprehensive
Epple Financial practices truly comprehensive financial planning, meaning we will carefully examine your entire financial situation and identify strategies for you to successfully achieve all of life’s milestones.
Fiduciary
As a fiduciary, the Epple Financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.
Client Centered
Epple Financial is focused on our clients and on their personal financial situations. As fee-only financial advisors, we are committed to carefully recommending a prudent course of action that is strictly in the best interests of the client.
Independence
Epple Financial’s focus is to provide you with the very best advice available. We are not tied in any way to a firm or service. Our independence allows us to make recommendations based on your unique needs.
Fee-Only Compensation
This model minimizes conflicts of interest. As a fee-only financial advisor, Epple Financial only charges for our advice and/or ongoing management. No other financial reward is provided by any other institution, which means we do not receive commissions on the actions we take on your behalf. Compensation is based on an annual retainer. In essence, Epple Financial sells only one thing – our knowledge.
Competency
As a NAPFA Registered Financial Adviser, we were required to undergo a thorough review of our credentials, experience, and knowledge to ensure we have achieved the highest level of financial planning competency available in the industry.
Our Mission
To provide our clients with Peace of Mind.
We accomplish this by utilizing our process to ensure nothing regarding your finances is overlooked. This is done by helping you chart a course and then assisting with implementation and quarterly monitoring of your personalized plan.
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