EPS Wealth Management Services is a financial services company that has been providing expert advice for over 40 years. They specialize in offering clients personalized wealth management plans that focus on income generation through a range of proven investment, insurance, tax, and estate planning strategies. Jim Tewalt is one of the owner of EPS (Estate Planning Solutions) Wealth Management. Jim Tewalt is a Certified Legal Document Preparer who has drafted hundreds of Living Trust Portfolios for clients who are still alive or have endured incapacitation. At EPS Wealth Management Services, they prioritize building lasting relationships with their clients. They offer continuous support and guidance to help them achieve their financial goals. They assist clients in assessing their current financial position, addressing concerns, identifying potential problems, and creating a written action plan. Contact them today for a no-cost, no-obligation consultation and take the first step towards securing your financial future.
Fri: 9am - 12pm
Sat & Sun: Closed