You’re busy; so busy running your business or shining at your career that it’s hard to find time to sit back and examine your individual or company’s insurance and long-term financial needs.  That’s what we do. We’re the financial team with a small business perspective; we can help you protect what you have built and balance your business and personal life.

We focus on two areas;

• Individual insurance and estate planning**, with access to professional investment managers.
• Business planning: health insurance and employee benefits, buy/sell funding, deferred compensation, and business succession.

In today’s complex environment, it is essential to have a strong team of professionals, with expertise in a variety of disciplines, working for you.  We pride ourselves on our ability to help spearhead your advisor team- coordinating the efforts of your attorney, CPA and other investment professionals to create a comprehensive strategy for all your financial needs.

At The Epstein Company, extraordinary service, innovative ideas and competitive products are business as usual.  We can help keep you financially on course- so you can focus on your career or business and following your dreams.

“Coordinating Business and Personal Financial Goals”

Special Topics

• Personal Solutions
• Business Solutions
• Customer Service

**Estate Planning services are provided working together with your Estate Planning Attorney, Tax Attorney, and/or CPA.  Consult them for specific tax or legal advice.