Our Firm

M.A. Epps and Associates is committed to helping you pursue your long-term financial goals. With experience in business planning, retirement planning, and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I optimize contributions to my 401(k)?
  • Should I consider a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care protection?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. M.A. Epps and Associates is committed to you for the long term.

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