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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Our mission is simple, to help you reach your financial goals and create the life you want.
WHAT WE DO
FINANCIAL PLANNING
Personalized financial strategies based on your unique situation
PERSONAL INSURANCE
Life, disability, and long-term care insurance
RETIREMENT
Aim to build and protect your financial future
ESTATE PLANNING
Help build your legacy and ensure your family's wealth is secure
INVESTMENTS
No matter what you’re saving for, we’ll help get you there
YOUR BUSINESS
Group retirement plans and solutions for business owners
ABOUT US
2015
CFP®, CIMA®, AWMA®
CMFC®, MBA
Over 100
Year Established
Certifications
Years of Experience
CONTACT
Contact Us
Tel: 615-810-8185
Email: info@epmfinancial.com
Address
2031 North Mount Juliet Rd, #200
Mt. Juliet, Tennessee, 37122
Hours
Monday - Thursday, 8:30 AM - 4:30 PM
Friday: 8:30 AM - 3:00 PM
Saturday - Sunday, CLOSED
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