Features
What’s Inside the Guide:
Each step below is designed to empower you with the knowledge and strategies needed to confidently navigate your retirement planning journey.
Envision Your Secure Retirement
Identify your retirement goals and the financial resources necessary to support them.
Understand Income Sources
Learn ways to optimize your existing wealth, Social Security, pensions, and investments for reliable income.
Protect Your Wealth
Explore strategies to grow your assets while shielding them from inflation and economic downturns.
Ensure Your Family’s Future
Protect your loved ones and preserve your legacy against unforeseen circumstances.
Assess Your Financial Readiness
Determine whether you’re truly prepared for retirement—financially and emotionally.
Get Expert Insights
Understand the critical role a fiduciary advisor can play in strengthening your financial future.
Personalized Planning, Built Around You
EP Wealth Advisors is a fee-only fiduciary firm headquartered in Torrance, California, with more than 50 offices nationwide. For over 25 years, we’ve served high-net-worth individuals, families, and business owners with tailored strategies across retirement, tax, and estate planning.
As recognized by Barron’s Top RIAs, our team oversees more than $44.1 billion (as of 3/31/26) billion in assets. When you connect with EP Wealth, you’re paired with an advisor selected to align with your specific goals, priorities, and financial complexity.
Get Your Free Guide Today!
Explore key considerations around retirement income, tax efficiency, and long-term wealth planning in one concise guide designed for high-net-worth investors.
Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
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EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.