There are many key factors that you need to consider when constructing a financial plan. Some you may have already thought about and some that might surprise you.
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“EPIC Financial Strategies” is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC. Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the information contained in this video. Also, Robert Gill, in his appearance on various social media platforms, does NOT provide ANY legal, accounting, securities, investment or tax advice, and the opinions he shares are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, Robert Gill does not endorse ANY specific investments, financial advisors or securities brokerage firms. Robert Gill is not a securities-licensed professional, financial planner or investment advisor. The views and opinions of any guests who may appear in the videos on this channel, regardless of whether they hold any securities, advisory or insurance license, are shared for informational and educational purposes only. And whether they originate with Robert Gill or any guest, the views and opinions of persons appearing in these videos should not be considered investment, financial, legal or tax advice. Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual’s specific goals, experiences and financial status.
