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M.A. Epps and Associates

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Career Phases

Early-Career: Internship & Residency

  • Reducing Debt

  • Life Insurance

  • Disability Income Insurance

  • Student Loan Payment & Budgeting

Mid-Career: Attendings & Private Practice

  • Employment Contracts

  • Partnership Agreements

  • Disability Income Insurance

  • Life Insurance

  • Understanding/Optimizing Group Benefits

  • Corporate Retirement Plans

  • Wealth Accumulation

  • Financial Independence (What will it take for you to be on track for retirement?)

Late-Career: Retirement & Succession Planning

  • Business Succession Planning

  • Retirement Income Streams

  • Wealth Preservation

  • Life Insurance

  • Long-term Care Protection

  • Trust Services and Legacy Planning

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