Epstein and White and Mercer Advisors together bring extensive experience to help clients manage their wealth. As a full-service wealth management firm, we can guide you in all aspects of your financial life.
We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals.The powerful combination of Epstein and White and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering.
We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals.The powerful combination of Epstein and White and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering.
Services
Why Choose Us
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We are an independent financial services firm that can help you create retirement strategies using a variety of investment and insurance products to custom suit your needs and objectives. To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
Services
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To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use investment products and insurance products, such as annuities, to help you meet financial goals.
Independent Financial Advisory
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While there are many great investment and insurance companies out there that provide a lot of great products, Epstein & White Retirement Income Solutions recognizes that no one company can be the BEST in every area.
When large corporations create and package their own investments, representatives who work for those companies are often limited to only being able to provide those products, or at the very least pressured into making a recommendation that is most profitable for that company.
When large corporations create and package their own investments, representatives who work for those companies are often limited to only being able to provide those products, or at the very least pressured into making a recommendation that is most profitable for that company.
Income vs. growth
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You spend your whole life saving, building, and growing your assets in order to make it to this eventual dream called retirement. As you near retirement you have to make a mental paradigm shift, which is that now you are going to have to rely on these assets to replace that paycheck you no longer receive.
Working with a Fiduciary
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There are dozens of questions to ask when interviewing the person you will entrust to manage and safeguard your hard-earned dollars. One of the first questions you should be asking any professional is whether they are a Registered Investment Advisor held to the fiduciary standard of care, or a broker held only to suitability standards.
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