epicwealthplan.com
epicwealthplan.com
My Blocks™ are Money Guide Elite's free online planning tools.
Check out the two videos below to explore the capabilities of My Blocks™ and learn how to get your free plan started today!
Enter goals, add investment and other assets, and choose a risk score. Then, by accessing the Play Zone® block, the user will see their plan’s Probability of Success and use the sliders to test different variables and see their potential impact.
Retirement Expectations, Retirement Concerns and Basic Retirement Forecast: Social Security, Health Care, Life Expectancy, Inflation, Long Term Care Costs, and Long-Term Care Analysis, and Protect Your Family and Income Protection.
Basic Retirement Forecast and Protect Your Family, including Education Planning, Emergency Fund, Credit Cards, Student Loans, Retirement Fund, Health Savings Accounts, Spend vs Borrow, and Mortgage Refinance.
Next Best Dollar helps guide you toward the best use of excess funds:
Emergency Fund, Credit Cards, Student Loans, Retirement Fund, Health Savings Accounts and Upcoming Goals
Long Term Care costs have been soaring.
Analyze LTC costs and the likelihood of the event. Real-world examples help tie potential costs with expenditures for home care, assisted living, and nursing home.
Analyze whether to liquidate an asset or borrow to cover a large expense. We will evaluate several key factors, like interest rates, loan types and terms, asset growth rates, and market volatility to help clients make an informed decision.
Currently accepting clients with $500k+ in investable assets.
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