A Port in the Storm…

In today's economy, people are faced with a staggering amount of financial investment decisions, and are generally without the time, energy or access to the appropriate resources to make informed investment decisions. It can be a daunting task to try and navigate the tumultuous seas of retirement planning, college funding, eldercare, healthcare, and increasing costs of living, especially on your own. Global markets are roiling and have significantly impacted individuals 401Ks, IRAs and home equity positions. Pension plans are a retirement planning tool of a bygone era. Individuals are now responsible not only for their retirement planning, but also for any of their other long term investment needs or wants. It is no surprise that these times have been referred to as a "perfect storm" in which individual financial stability is at great risk.

Epiphany Management and Development, LLC was founded as a port in the storm. Our goal is to inform our clients of their investment options and opportunities to further diversify their portfolios from stocks/bonds/mutual funds and home equity and to provide the investment consultation necessary to ensure their financial goals are being achieved.

We feel strongly that it is important for our clients to have a truly diversified investment portfolio consisting not only of stocks/bonds/mutual funds invested in global markets but also in real estate investments in targeted local markets. This significant investment opportunity affords our clients with another layer of diversification in their overall investment portfolio.

We look forward to the opportunity to work with you collaboratively to understand and help you achieve your needs, goals and desires. It is our hope that you will become more informed, engaged and comfortable not only with the end goals in mind but with the process of the journey.