“An alarming number of financial decisions are made in a hurry, with inadequate and inaccurate information,” says Rick Epple, founder of Epple Financial Advisors (EFA). “And, an even greater number of decisions are made based on emotion instead of common sense and logic.”
Making decisions in this manner can lead to a growing sense of uncertainty and a feeling that many things are beyond your control. And, as the pace of change accelerates, people can become more alarmed with their situation, which leads to more hurried, temporarily expedient and emotion-based decisions. We call this The Financial Alarm Trap™ and that’s why we created our unique process.
To avoid or escape The Financial Alarm Trap™, Epple and his team help each client create a dynamic model for making smart financial decisions based on their most important goals. Using a proprietary system called The SMART Decision Process™, EFA clients are able to take greater advantage of their time, money and opportunities, protect and nurture their families, and achieve their goals.
To complement The SMART Decision Process™, EFA provides comprehensive, Fee-Only financial planning and ongoing wealth management services, along with a complete set of capabilities, tools and strategic partnerships for families, business owners and dentists.
EFA utilizes a team approach in analyzing and planning a client’s long-term goals, investment portfolio, cash flow and income needs, taxes, and estate plan. Recommendations are based solely on each client’s specific needs, circumstances and goals.
EFA offers qualified clients a complimentary discovery process.
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