Epstein Financial Group offers a broad range of financial and investment services, business succession, estate planning and retirement plan oversight for Family Business Owners, Professionals, and High Net Worth Individuals.

The Family CFO^® Wealth Management Process

Every company has a chief financial officer. At EFG we become your Family CFO^®, providing greater simplicity, focus and balance in your financial life.

The 401k Coach^® Retirement Plan Solution^™

The 401k Coach^® Retirement Plan Solution^™ is our unique process for creating successful retirement outcomes for plan sponsors and plan participants.

Benefits Consulting Group

As your company’s retirement plan architect, Benefits Consulting Group assists you in designing the most comprehensive retirement plan to create successful retirement outcomes for business owners and employees.

Benefits Consulting Group is not an affiliate or subsidiary of MML Investors Services, Inc. or MassMutual.

Insurance Management Services

Epstein Financial Group offers a wide range of insurance services — including life, disability income, group and long-term care products — to meet the specific needs of our customized Family CFO^® Process.

We analyze clients’ financial structures, determine potential risk factors and provide creative insurance solutions to minimize exposure for clients and their families.

EFG’s intimate knowledge of our clients’ finances and asset structures puts us in perfect position to understand our clients’ insurance and estate planning needs. Our life insurance, disability income insurance, and long-term care insurance portfolios are specifically designed to offer the solutions you need to help protect your loved ones in the case of death or disability or a long-term illness.

The 401k Coach^® Program

Assisting 401(k) advisors, their staffs, wholesalers and institutions in building and refining their retirement plan practices so plan sponsors and participants achieve successful retirement outcomes.

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Charlie Epstein:
Named One of 401kWire’s Most Influential People
In the 401(k) Industry
Four Years In A Row

Achieving Financial Independence

What will it take for you to achieve financial independence with reduced financial anxiety?

At Epstein Financial Group we ask that question of every one of our clients — Family Business Owners, Professionals, and High Net Worth Individuals. It’s a question that helps us guide our clients to articulate a vision for the future and allows us to help bring about successful financial, investment and retirement outcomes.

Our unique Family CFO^® Process and 401k Coach^® Solution^™ are designed to create greater Simplicity, Focus & Balance in your financial life. The result of participating in these unique solutions is a change in the state of your financial grace, reduced financial anxiety, greater peace of mind, delegated financial decision making, greater financial independence and lifetime fulfillment.