Welcome to Estate Planning Solutions, Inc.

Jim Tewalt of Estate Planning Solutions

Since 1986, EPS has helped Arizona business owners, families and individuals gain control of their finances, prepare for retirement or enhance their retirement experience.  It all begins with a “no cost, no obligation” one hour initial consultation, during which we answer questions, address concerns, look over your investment statements, insurance, taxes and estate planning documents.  We give you two assessments; the “macro” (have you addressed the major areas of your planning?) and the “micro” (is what you are doing appropriate for you based on a series of questions?).   It is your chance to “kick the tires” and find out if we are a good fit for you and our chance to determine if we can help you.  If we are a match, we help you create a personal, written financial plan that looks, year by year, at the rest of your life.  We find most people are comfortable making financial decisions when they have relevant information in understandable form and are able to make those investment, insurance and other financial decisions within the context of a written plan.  If you will invest an hour in your financial future, we will invest an hour in you.

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