Working Together

Services

We have found that what really matters is how accessible we are able to serve our clients. Our clients primarily come from a professional background and each one of their stories is unique. We draw from deep industry experience, commitment to the highest ethics, and an extensive network of professional resources to help you.  

Some of our services include:  

Lowering expected loss in down markets

The keys to long-term outperformance are not about trying to beat the market on the upside but rather, losing less during the bad times.

Personal Risk Number

By identifying your unique Risk Number, we eliminate the industry standard of labeling your risk by conservative, moderate, or aggressive. By establishing your personal RN, we can personalize any investment portfolio that you own.

Work-Optional Number

Instead of answering an endless number of questions about retirement account balances, budgets, cash flow analysis, rates of return. We make it easy, quick, and into a single number that we can measure, monitor, and easy for clients to understand.

Savings Target

Saving for college, a new home, or creating a legacy; clients can quickly determine if they have achieved their goal or how they are progressing towards achieving their goal.

Life Insurance, including Long-Term Care

These are important tools for solving specific problems, we will always review all available options in solving a client problem

Executive Benefits Planning 

Corporate benefits are more complex today. We understand these types of company perks and more importantly how you can maximize the benefits and incorporate them into your wealth management plan.

Elder Financial Planning & Organizing

Regardless if it's for yourself or mom & dad, it cannot be ignored; decisions made in advance with a clear mind are better than those made in haste.

We are confident that you have many questions. Most common, we find that client's biggest fear is outliving their savings. We can help you ease this burden and provide solutions to many more important questions. 

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Our Address

6625 Wagner Way NW #301
Gig Harbor, WA 98335

Our Phone No.

Toll-Free: (855) 655-9800

Fax: (888) 891-3029

© 2020 by ePersonal Financial, LLC

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ePersonal Financial to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

ePersonal Financial is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory Services offered through Sowell Management Services, a registered investment advisor. Please be advised that all email sent to or from Sowell Management email systems are subject to archiving, monitoring and/or review as required by the Securities and Exchange Commission (SEC). Please be reminded that this is an unsecured email service and should not be used for sending confidential or sensitive information such as social security number, account number or any other personal or financial information in the content of the email.