OUR SERVICES

We are a fully integrated financial services firm, offering a full scale of Financial needs, all under the EPL branch.

EPL CONSULTING LLC

  • COO Coaching

  • Business Structuring

  • Tax Planning

  • Financial Planning

  • Personal, Individual and Corporate Taxes

  • Bookkeeping

  • Payroll (Partnered with Paychex)

  • IRS Representation

  • Part Time CFO Services

  • CFO Coaching

EPL INVESTMENT ADVISORY LLC

  • Fiduciary Management (Fee Only)

  • 401K

  • IRA

  • SEP

  • Tax Free 401K & IRA Rollovers

  • Defined Benefit Plans

  • Retirement Planning

  • Estate Planning (Assets Held with Schwab / Ameritrade)

EPL BENEFITS GROUP LLC

  • Life Insurance

  • Term

  • Whole Life

  • Universal Life

  • Annuities

  • Long Term Care

  • Disability Insurance

  • Home

  • Auto

  • Umbrella

  • Business

  • Commercial

  • Health

  • Medicare

  • Property

  • Casualty

EPL REALTY GROUP LLC

  • Resident Homes

  • Commercial Properties

  • Apartments

  • Buyer & Seller Representation

  • 1031 Exchanges

  • Property Management