Richard M. Epps, J.D.

Richard M. Epps, J.D.

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4652
Fax: (614)457-8525
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS ANDSERVICES

  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
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QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in Ohio
  • Registered to offer securities products in Ohio

PERSONAL

 

  • 46 year resident of Central Ohio
  • Married to wife Beverly with two children, Casey and Tiffany
  • Hobbies: Volleyball Official
  • OhioWesleyanUniversity, BA
  • CapitalUniversityLawSchool, J.D.

ORGANIZATIONS

  • Member of National Association of Financial Advisors
  • Member of Ohio State Bar Association
  • Member of Estate Planning, Trust and Probate Law Section
  • Member of American Bar Association
  • Advisory Council of Alpha Sigma Phi Fraternity
  • Volunteer for National Ovarian Cancer Coalition