Epps Financial Services

Epps Financial Services Local in the Hampton Roads, loyal to our clients not the large companies and family owned. Medicare member FINRA/SIPC, www.finra.org., www.sipc.org.

Epps Financial Services offers one-of-a-kind experience to its clients. Epps Financial Services is a dynamic financial services firm specializing in life insurance and retirement income planning. We also help families and business owners with full retirement planning, college education planning, long-term care, and short and long-term disability income planning. Contact us for a free financial rev

iew of your insurance, savings and retirement plan.

• 401(k) Planing
• 403(b) Planning
• Roth IRA
• Traditional IRA
• SEP and Simple IRA
• 529 College Plans
• Profit Sharing Plans
• Fee Based Services (Strategic, Tactical, Tax-Sensitive, Separately Managed Accounts)
• Medicare Supplement Insurance
• Medigap Insurance
• Medicare Advantage Plans
• Part D Prescription Drug Plans
• Senior Dental and Vision Benefits
• Final Expense Policies
• Social Security Optimization Strategies
• Group Health Insurance Benefits
• Disability Income Insurance
• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Long-Term-Care Insurance

Securities and advisory services are offered through Centaurus Financial Inc. A broker/dealer and registered investment advisor. The representative associated with this site may only discuss/transact business in the following states: NC, SC, VA. Epps Financial Services and Centaurus Financial, Inc. are not affiliated.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
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This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Test your estate strategy knowledge with this short quiz.
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Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Here are six flags that may make your tax return prime for an IRS audit.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
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If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
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Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

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Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
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Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

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Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
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Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Address

618 Prosperity Way
Chesapeake, VA
23320

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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