Welcome To Your Financial Future!
After over 10 years in the banking industry, I decided this past spring, to truly follow my passion of helping people build and protect their financial future.
What does this mean, might you ask??
I have taken the leap as an independent financial advisor, with Brightrock Financial.
My goal is to help families, individuals and businesses (including farm operations) with everything from life and disability insurance, to education savings plans and health benefits.
And I'll do this all ON YOUR SCHEDULE! Weekends, evenings, over the phone or on the tractor.
Convenience is what sets me apart.
Along with my husband and 2 children, we spend our time building our commercial cattle operation. I am also an avid mounting shooting and barrel racing competitor.
I truly understand the complexity of farm operations, as well as the budgeting needs of individuals and families alike. And with over 10 years experience in the industry, I am ready to earn your business!
So How Can I Provide Value To You?!
Many people I talk to, honestly have no idea if they have enough insurance protection, and don't feel like retirement will ever be attainable.
No matter what your current situation, or walk of life, we can discuss everything from your current life insurance policy (second opinions are always free!), to budgeting and debt reduction.
Maybe you'd like to see a better return on your current bank investments?
I'd love to chat about investment options, to get your money working for you!
**How can you capitalize on government funds within an RESP?
**Why you NEED your own life insurance policy, as opposed to insurance with the bank? THIS IS BIG!!
**How can we assure you won't still be working at age 70??
I'm here to discuss what matters to you!!
No Up Front Costs- Just Honest Advice!
Life Insurance
Disability Plans
Critical Illness
Insurance for Children
Group Health Plans
Individual Health Benefits
Registered Education Savings Plans
Retirement Savings Plans
Segregated Funds
Cash Flow Planning
Debt Reduction
Manulife One Accounts
Do you get frustrated explaining your story over and over? Never worry about turnover again. I am here, and I am dedicated to you and your success!
Stay Tuned For More Monthly Financial Tips!
I will come to you monthly with everything that's happening in the world of finance, and common issues we face every day. My goal is to educate and empower!
So Let's Chat!
You can reach me any time at: 306-349-9070 - CALL OR TEXT
or email:
marissa@eppfinancial.com
Copyright © *|2018|* *|Marissa Epp - Financial Advisor|*, All rights reserved.
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