Epstein & White Retirement Income Solutions, LLC

Epstein & White’s mission is to personally guide our clients through a financially sound an enjoyable retirement. We specifically concentrate on the needs of the pre-retiree and recently retired. We take a holistic approach when developing a financial strategy for your future, and act as a "personal CFO" to our clients by designing a custom income plan that is centered around your wants, needs and goals. At Epstein and White we value our clients, knowing that the relationship is the cornerstone of success. Our passion for your financial well-being and our commitment to your future starts with a thorough understanding of your current situation, expectations and goals. David and Bradley’s combined 35 years of experience will help them develop a comprehensive investment strategy and solidify your retirement income plan that fits both your lifetime and legacy goals.