Financial Planning for Federal Employees

DISCLOSURES

• Please note that the services offered on this page are not exclusive to Federal Employees. These services are part of the same comprehensive suite that we provide to all our clients, regardless of their employer.
• EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented. All expressions of option are subject to change without notice. .
• Hiring a qualified advisor and/or financial planner does not guarantee investment success and does not ensure that client or prospective client will experience a higher level of performance or results. No guaranty or warranty is made that any direct or implied results of projections being represented here will be met or sustained.
• Information presented is general in nature and should be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you with the development of subsequent discussions. Content does not involve the rendering of personalized investment advice or intended to supplement professional individualized advice.
• Laws vary by state. The information presented herein is intended to be general in nature and may not apply to your state of domicile. Please consult local legal counsel to determine the best practices for your state.
• Please consult with a CPA, tax professional, and/or attorney regarding your specific situation before implementing any of the strategies reference directly or indirectly herein.
• The need for a financial advisor or financial planner and/or the type of services required are specific to the uniqueness of each individual’s circumstances. There is no guarantee or warrantee that the services offered by EP Wealth Advisors will satisfy your financial service requirements. Services offered by other advisors may align more to your specific needs.
• All investment strategies have the potential for profit or loss. Different types of investments and investment strategies involve varying degrees of risk, and there can be no assurance that any specific investment strategy will be suitable or profitable for a client’s portfolio. The risk of loss can never be eliminated even if working with a professional.
• EP Wealth Advisors, LLC. is registered as an investment advisor with the SEC and only transacts business in state in where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
• Please note that the services offered on this page are not exclusive to Federal employees, retirees, their spouses, or their survivors. These services are part of the same comprehensive suite that we provide to all our clients, regardless of their employer.