Every Company has Chief Financial Officer. We want to be your family's CFO.
The Family CFO® Process is an evolutionary system that provides clear, easy to understand solutions to help you achieve greater peace of mind, prosperity, and your life goals.
Learn how we can help you create financial independence with reduced financial anxiety.
At Epstein Financial Services, our philosophy to focus on fundamentals and attention to detail will optimize the value of your corporate retirement program. By delivering significant resources with focused solutions, we make it our mission to create successful retirement plan experiences for both plan sponsors and their valued employees.
The CARES Act and what it means for YOU
With the new CARES Act, Small businesses with less than 500 employees now qualify for this 7(a) loan through their local bank. Download the spreadsheet to give to your bank so you can get started right away. DOWNLOAD
To learn more, Watch Charlie's Video Message HERE
Does The Current Bull Market Have Many Years Left?
Charlie joins Fox Business’s show "Countdown to the Closing Bell with Liz Claman" to tell her that the "secular bull market" still has legs! Watch the interview here.