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M.A. Epps and Associates
Career Phases
Early-Career: Internship & Residency
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Reducing Debt
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Life Insurance
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Disability Income Insurance
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Student Loan Payment & Budgeting
Mid-Career: Attendings & Private Practice
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Employment Contracts
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Partnership Agreements
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Disability Income Insurance
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Life Insurance
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Understanding/Optimizing Group Benefits
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Corporate Retirement Plans
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Wealth Accumulation
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Financial Independence (What will it take for you to be on track for retirement?)
Late-Career: Retirement & Succession Planning
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Business Succession Planning
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Retirement Income Streams
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Wealth Preservation
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Life Insurance
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Long-term Care Protection
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Trust Services and Legacy Planning
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