Epic Planning, LLC is a financial planning firm serving families in the Eastern Panhandle from its office in Martinsburg, West Virginia. The firm focuses on helping people who are approaching or living in retirement develop income strategies designed to support their needs throughout retirement. Its process begins with a meeting to discuss a client’s ideal retirement, review their current financial situation, and identify anticipated income needs. Epic Planning then provides a customized strategy intended to help clients work toward their individual retirement goals.

The firm also offers wealth management services and hosts informational events about retirement income strategies and related topics. Insurance products are offered through Epic Planning’s insurance business, while investment advisory products and services are offered through AE Wealth Management, LLC, a registered investment adviser. The firm emphasizes that investment strategies cannot guarantee profits or prevent losses, and that insurance and investment advisory offerings are distinct. Epic Planning encourages individuals to consult qualified professionals for tax or legal guidance and to consider their personal circumstances before making financial decisions.