Working with Epsilon


Referral from existing client                              

Initial meetings to determine compatibility in client needs with our approach                         

Information gathering to baseline client’s current financial picture and financial needs

Determination of client risk profile                

Adjusting plan incorporating changes in needs and resources                                                       

Quarterly reporting of client managed 

Transfer of client assets to new accounts

Management of client assets

Invest client assets according to IPS, only no-load investments are utilized

Annual reporting of tax information

Quarterly billing per IPS

Meeting with clients to update financial needs and review progress toward meeting needs

Open accounts to hold client assets and link to our management system

Formulation of Investment Policy Statement (IPS) clearly spelling out services we will provide and approach we will take in addressing client needs

As independent, fee only advisors, Epsilon Financial Group charge clients directly for our advice and ongoing management. We do not receive any other financial reward or commission for the advice we provide.  We offer client-centered, objective, professional and affordable solutions with an emphasis on full communication. In order for the solution to succeed, clients must understand how the solution works for them. We build long-term client relationships built on mutual trust. Many of our client relationships are multi-generation relationships covering personal as well as business financial needs. Our typical client relationship proceeds as follows: