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:
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
