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Financial Services

We offer everything your small, medium, or large-sized business needs from tax and accounting, to insurance, financial planning, and business services for topics like Benefits.We offer comprehensive services for you, your family, and your business. We can help as much or as little as you need.Three local financial professionals have launched a new business after merging their separate financial planning, investment management, insurance, tax accounting and bookkeeping companies.

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“We’re the only firm in town that has all of our disciplines together under one roof. There’s no competitor that we are aware of that can do everything we do, all with one phone call and one address,” said Jeffrey P. Lewis, owner and founder of one of the merging companies, Epic Trust Investment Advisors of Kennewick.Lewis, Nathan Burt of Kennewick’s Burt Tax & Accounting, and Tyson Reil of Real Insurance Solutions in Kennewick merged their businesses on July 1 to form Epic Trust Financial Group.The new company moved into HomeStreet Bank’s former commercial banking office at 1305 Fowler St., Suite 1D, in Richland. Minimal tenant improvements were required to ready the space.Epic Trust subsequently acquired four other businesses: 

Advisor Benefits Group of Kennewick; ALP Financial Planning of Richland, Precision Accounting Solutions of Kennewick, and Balanced Accounting & Bookkeeping of Kennewick, bringing on their full teams and increasing their total employment to 23.“You see some financial planning and some insurance services grouped together, but again, it’s the same guy doing your business insurance, home and auto insurance and some of your investments. So my argument is, if you’re doing all that, then what are you good at?” Reil said.“That’s why we are adamant about having true professionals siloed out into different departments but working collaboratively together.”

Earning client trust

Instead of hiring an accountant for tax filing, payroll and bookkeeping, another professional to get financial advice, and an agent—or sometimes multiple agents—to oversee insurance plans, Epic Trust offers a one-stop shop.Burt provided an example of how well it can work: he recently asked an accounting client, whose business insurance was handled by another office, if they would like Epic’s insurance team to look over their books to try and find them a better deal.“Tyson went through their books with me, and we had access to all of their details

and so we could tailor an insurance plan for that business that was cheaper than what they were paying for and just as good of coverage, just because we knew more detailed information than anybody else would,” Burt said.For less than the cost of one mid-level employee, businesses can hire Epic Trust’s professionals to manage all their financial needs, Lewis said.“They get a CPA, a credentialed insurance agent, a certified financial planner. They get a paraplanner, they get a bookkeeper and an accountant … realistically, for way less money than they can afford to hire all of those disciplines in house,” he said.Lewis said one of the biggest reasons Epic Trust’s model makes sense and why it’s gained so much traction is clients’ sense of trust.