OUR PROCESS

Get to Know You

  • We listen to your story and understand your financial situation

  • Answer your questions about EPM Financial and our core values 

  • Lay the path for moving forward

Create a Plan

  • Create your long term financial road map 

  • Recommend portfolio allocations

  • Educate you and ensure you’re confident in your investment strategy 

  • Review your holistic financial picture & make adjustments if necessary

Understand Your Goals

  • Learn what matters most to you  (retirement, education, business, etc.) 

  • Assess your risk tolerance 

  • Discuss potential solutions for your specific financial situation

Implement

  • Transition any existing accounts from other locations

  • Build your diversified investment portfolio 

  • Provide online access to Account View  and other resources

 
 
 

Manage

  • Ongoing portfolio monitoring and management 

  • Periodic reviews throughout the year

  • Provide strategic recommendations when making large financial decisions (large purchases, tuition, tax implications, etc.)

 
 

Get to Know You 

Understand Your Goals

Create a Plan

Implement

Manage

Ready to get started?

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through, Private Advisor Group, a registered investment advisor. Private Advisor Group and EPM Financial are separate entities from LPL Financial.  EPM Financial is not affiliated with Southern Bank of Tennessee. Products offered are not FDIC insured. There is no bank guarantee.