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Epic planning Financial advisor

Your Financial Confidence Starts With

E.P.I.C. Planning

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Engage

First, we spend time getting to know you and your family’s needs and goals.

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Plan

Next, we create a clear, detailed financial plan that will help you pursue your lifelong goals.

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Implement

Our team of trusted advisors implement your custom plan — and answer any of your questions along the way.

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Connect

We meet with you regularly to help ensure your financial strategy is still working for you and your goals.

Locations

Denver Tech Center

4600 S. Syracuse St. #650
Denver, CO 80237
Phone: (888) 210-6567

Honolulu

55 Merchant St. #2100
Honolulu, HI 96813
Phone: (808) 545-2211

Kahului

33 Lono Ave. #310
Kahului, HI 96732
Phone: (808) 545-2211

Kapolei

1001 Kamokila Blvd. #136
Kapolei, HI 96707
Phone: (808) 545-2211

Kailua-Kona

75-5722 Kuakini Hwy, #209
Kailua-Kona, HI 96740
Phone: (808) 545-2211

Bellevue

11120 NE 2nd Street Suite 110
Bellevue, WA 98004
Phone: (888) 210-6567

Shallotte

5039-5 Main Street
Shallotte, NC 28470
Phone: (910) 754-6921

Leland

Satellite Office 4021 Alastaire Cove
Leland, NC 28451
Phone: (910) 754-6921

Federal Benefits Made Simple – Locations

Honolulu

55 Merchant St. #2100
Honolulu, HI 96813
Phone: (808) 545-2211

Colorado Springs

919 N Weber St.
Colorado Springs, CO 80903
Phone: (719) 428-2534

Lakewood (Denver)

1 Denver Federal Center
Building 45, Room 1050, Entrance E9
Lakewood, CO 80225
Phone: (303)-922-4304

Federal Benefits Made Simple, an E.A. Buck company, is a division of E.A. Buck. Both firms assist individuals in planning for retirement. Federal Benefits Made Simple focuses on helping those who have worked for the federal government. The entities have common ownership.