Epoch Financial Solutions, LLC., is a boutique firm, specializing in Financial Services & Insurance Planning and Risk Management. Epoch's approach varies from their competition by identifying and understanding the needs of their clients using a holistic approach and from a risk/preservative perspective.Each and every individual, family and/or business is different. With 30+ years of combined experience, our team is here to assist you with all aspects of risk management, all lines of personal & commercial casualty insurance, wealth accumulation, retirement planning, legacy planning, philanthropy, business succession, long term care needs and tax efficient wealth transference and/or preservation.