EP Wealth Advisors Acquires Harris Financial Advisors, Inc.

Acquisition bolsters EP Wealth’s financial planning capabilities and extends its reach within the greater Torrance, California area.

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In The News: Joe Boden featured in CNBC - Medicare Enrollment

With Medicare Open Enrollment in full swing, our Senior Wealth Advisor and Partner Joe Boden in Seattle told CNBC “Just make sure your prescriptions and doctors are still being covered under your current plan,”. Make sure you check out this article before December 7th when open enrollment closes: https://www.cnbc.com/2020/10/23/here-are-tips-from-advisors-for-getting-your-medicare-coverage-right.html

 

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In The News: Nick Hatfield featured in US News and World Report - Irrevocable Life Insurance Trusts

Author: Nick Hatfield 

 

When I talk with my clients, a few are fortunate enough to be dealing with having a taxable estate, which means they have more than the $11.58 million or the $23.16 million in net worth that they may pass down. And for many, they are curious how they can protect their assets through that transition. Looking deeper into trusts and insurance, there are ways that they can protect assets one of which is called Irrevocable Life Insurance Trusts. 

 

Because of my knowledge here, I was interviewed by Coryanne Hicks of US News and World Report on Irrevocable Life Insurance Trusts and quoted in her article "What Advisors Should Know About ILITs". The information applies beyond advisors and to folks who have a net worth greater than $11.58 million or the $23.16 million. 

 

If you'd like to learn more, feel free to contact me here.

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An Important Message from Our President and CEO

Given the unprecedented impact of the novel COVID-19 virus, we at EP Wealth want to share a few key updates regarding our commitment to you. We will do our part to protect your health, employee health, and our communities while still providing you the service you have been accustomed to. 

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What It’s Like to Work With EP Wealth Advisors – Completing Your Financial Health Assessment

The Proposal Meeting*: Financial Health Assessment

Some investors who have worked with a financial advisor and received a proposal before have noted that, while they were given the feeling they were being heard, this didn’t ultimately mean they actually had been listened to.

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