Estate Perfomance Advisors

Guide

FREE DOWNLOAD GUIDE

A practical, action-oriented planning guide for individuals approaching age 65, built to help you make informed decisions at a pivotal financial crossroads. This guide walks you step by step through Medicare enrollment timing, Social Security claiming strategies, retirement income coordination, tax-efficient withdrawal planning, estate updates, and risk management reviews. Instead of simply explaining concepts, it outlines what to evaluate, what deadlines to watch, and which decisions require coordination.

You’ll learn how healthcare choices affect taxable income, how RMD planning impacts Medicare premiums, and how beneficiary and insurance reviews protect your legacy. By following a structured checklist approach, you can reduce costly mistakes, protect your lifestyle, preserve your assets, and move into retirement with clarity, control, and confidence.

Click "GET FREE GUIDE" to download your free guide.

To schedule an appointment, click 'Appointment' to talk to someone. OR come to a Complimentary Seminar to learn all you need about turning 65!

BOOK APPOINTMENT ATTEND EVENT

Subscribe to download your FREE copy.

By subscribing to our website, you will be updated on crucial topics related to retirement.

Contact us any time

We are here to help. We welcome the opportunity to meet in person, by phone, or video conference. Schedule with one of our advisors directly on our calendar, or send us a message and one of our founders will contact you.

SCHEDULE AN APPOINTMENT

SCHEDULE AN APPOINTMENT

CONTACT US CONTACT US

We are here to help. We welcome the opportunity to meet in person, by phone, or video conference. Schedule with one of our advisors directly on our calendar, or send us a message and one of our founders will contact you.

SCHEDULE AN APPOINTMENT

SCHEDULE
AN APPOINTMENT

CONTACT US CONTACT US

Toll Free: (888) 333-3721

Phone: (248) 427-0240

Fax: (248) 427-0250

8571 W. Grand River Ave.

Suite #800

Brighton, MI 48116

109 N 2nd Ave #L9

Alpena, MI 49707

epa@epacorp.net

Check the background of your financial professional on FINRA's BrokerCheck.

FINRA's BROKER CHECK

Estate Performance Advisors L.L.C. is not licensed to sell insurance products. Any recommendations for insurance products may be offered through Estate Preservation Agency Inc. Neither corporation is affiliated or endorsed by the IRS, Social Security Administration or any governmental agency. All logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Estate Performance Advisors. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

©2021 All Rights Reserved | Site by Fix8

Share by: