What is Epic Planning?
Epic Planning, LLC specializes in crafting bespoke retirement income strategies tailored for individuals and families who are either in or approaching their retirement years. The core mission of the company is to ensure that clients' retirement income streams are sustainable and last throughout their lifetime. Through personalized financial assessments and the development of custom strategies, Epic Planning assists clients in achieving their unique retirement objectives. The firm, based in the Eastern Panhandle, also actively engages in educating the public through informational events focused on retirement income strategies and broader wealth management principles.
How much funding has Epic Planning raised?
Epic Planning has raised a total of $35K across 1 funding round:
Debt
$35K
Debt (2021): $35K with participation from PPP
Key Investors in Epic Planning
PPP
Public-Private Partnership
What's next for Epic Planning?
With the recent influx of substantial expansion capital, Epic Planning is poised for significant scaling and enhancement of its service offerings. This strategic investment is expected to fuel initiatives aimed at broadening its client base, potentially expanding its geographical reach, and further developing its proprietary planning tools. The company's focus on retirement income strategies aligns with a growing demographic need, suggesting a strong market opportunity for continued growth and innovation in wealth management and financial planning services.
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