Welcome to Epple Financial: We help seasoned successful small business owners, including dentists, build a strong foundation for financial security and independence.
Many of those who start a business do so with an eye on three common outcomes:
1. Doing work they enjoy and providing a service that makes life easier for others
2. To have the ability to steadily increase their financial base.
3. A sense of independence and influence over their own destiny
We know that life doesn’t always go as planned. Business revenue waxes and wanes, the market ebbs and flows, laws and options change every year. As life becomes more complicated you have less and less time to oversee both your business and your personal financial portfolio of assets.
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At some point, an alarm is likely to sound. It may be that slightly
uneasy feeling that keeps you on edge during the day or a life
event that alerts you to vulnerability previously unimagined.
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You’ve been so focused on building your business that
you haven’t been able to pay as much attention to building your
investment portfolio that will carry your family through retirement. -
A family member – or you – suddenly faces a health
condition that requires an allocation of time and/or resources
not previously anticipated. -
You had a growing portfolio of assets that were significantly
depleted in recent years. You thought you could count on
your broker to protect you but they didn’t.
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If you are like many of our clients, you actually enjoy staying current and on top of your personal finances but you sense, just as in business, you would benefit from engaging an expert to oversee and manage this ever changing financial landscape.
Imagine what would be possible if you could take full advantage of your time, money and opportunities. Imagine being able to fully protect and nurture your family, and achieve your goals!
We can help. The Smart Decision Process™ helps you create and implement a dynamic model for smart financial decision making. You can get started right now, for free, by clicking here.
Rick Epple, CFP®, president of Epple Financial, is an expert fee-only certified financial planner, who offers personal and direct guidance to small business owners, many of whom are starting to think seriously about retirement. He has been selected by Dental Practice Report Magazine as one of the "2011 Best Financial Advisers For Dentists".
Because we make financial planning our business...
you can tend to yours.
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