Independent Financial Services in Acworth, GA
Are you ready to take charge of your financial and retirement future? At EPHAS Financial, we specialize in turning your financial goals into reality. We work with individuals, couples and business owners in Georgia who are nearing retirement or in retirement and want to grow, protect and preserve their assets.
At EPHAS, Every Person Has A Story, and that includes YOU. We deeply believe in your unique story and financial goals. Let’s work together to craft your personalized financial and retirement future.
Jason Kehler
Owner and Investment Advisor
Wondering how much tax you’ll owe in retirement? If you’ve saved in an IRA, 401(k), or similar tax-deferred accounts, there’s a tax bill waiting.
Get an estimate in just 3 simple steps: enter your information, view your potential tax bill instantly, and explore strategies to manage it.
Many clients come to us feeling unclear about their financial and retirement future. Many of them have saved and invested for years, only to wonder:
When you work with EPHAS Financial, we conduct a thorough review of your situation, concerns and goals and then provide an action plan to help reduce uncertainty and improve your confidence in the future.
Schedule your complimentary consultation today!
Several things converged to inspire our firm story in 2015: a client cancer diagnosis, Chick-fil-A® sandwiches, sweeping financial industry changes, and a turbulent election cycle. The uncertainty of this time helped form our story and the foundation of our firm values of Faith, Love, Truth, Unique Strategy and Kindness.
Click here to learn more about our unique story and why we are dedicated to understanding YOUR story.
Improve awareness and gain information.
Be motivated to create the future you want.
Protect your financial and retirement future.
We specialize in making financial and retirement THRILLing. What does that mean? We believe if you proactively address the following areas in a comprehensive plan, your chances of meeting your goals are improved
Taking charge of your financial life is a big step. We make it as easy as possible by taking small steps together to get you to your goals.
Interested in learning more about how we may be able to help you? Contact us to schedule a complimentary, no-obligation consultation.
We are an independent financial services firm that utilizes a variety of investment and insurance products.
*Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Advisory Services offered through CreativeOne Wealth a Registered Investment Advisor. EPHAS Financial, LLCm CreativeOne Securities, LLC and CreativeOne Wealth are separate entities.
** Investment Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth and EPHAS Financial are unaffiliated entities. Licensed Insurance Professional.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.
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