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Epic planning Financial advisor

Your Financial Confidence Starts With

E.P.I.C. Planning



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



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



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



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


Denver Tech Center

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

Aina Haina

Office Of Convenience
850 W. Hind Dr., #102
Honolulu, HI 96821
Phone: (808) 545-2211


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


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


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


Office of Convenience
132 N Wall Ave
Farmington, NM 87401
Phone: (505) 891-9800

Lang Albuquerque

Office of Convenience
4801 Lang Avenue NE Suite 110
Albuquerque, NM 87109
Phone: (505) 891-9800

Rio Rancho

481 Quantum Road NE
Rio Ranch, NM 87214
Phone: (505) 891-9800

Santa Fe

Office of Convenience
2209 Brothers Road, Suite 220
Santa Fe, NM 87505
Phone: (505) 891-9800


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


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


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

Federal Benefits Made Simple – Locations


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

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.