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Solutions for Protecting Your Business


Helping Families Build a Stronger Future

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WITH RELEVANT INFORMATION, PROVIDED IN A “NO SALES PRESSURE” ENVIRONMENT, WE BELIEVE THAT ANYONE CAN MAKE SOUND FINANCIAL DECISIONS.


OUR MISSION.


Estate Planning Solution’s mission is to help business owners, families and individuals, minimize taxes, reduce expenses, and become stronger financially by making decisions within the context of a personal, written financial and retirement income plan.

OUR GOAL.


Since 1994, our goal has been to help business owners, individuals, and families become stronger financially by helping them make appropriate financial decisions and select relevant financial products and services to implement them.

OUR PRIORITY.


Addressing your financial concerns and providing a “macro” (am I doing everything that I should be doing?) and “micro” (is what I am doing appropriate for me?) assessment of your financial picture. Contact us today to schedule a no cost, no obligation consultation.


OUR NEW SERVICE WITH IMMEDIATE BENEFITS

Maximizing Your 401(k) – Your Greatest Retirement Asset


For most workers, their 401(k), 403(b) or 457 plan is their largest retirement asst. And, for many, knowing how to allocate monies to the various plan options can be a source of frustration. The problem with 401(k)’s and similar plans, from my perspective, is that their success is linked to market growth. But, the market does not always go up.

We have partnered with Active 401K, who provides personalized allocation recommendations for participants in 401(k)’s and similar plans. Here is how it works: participants fill out a questionnaire based on their age, goals, and risk tolerance, plus certain market indicators, they receive specific allocations to the available investment options in their plan.

If you have any questions or require assistance, call our office at 623-537-3657.

Remember; investing always involves risk of loss and past performance is no guarantee of future results.

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Use Promo Code: EPS-ASAVR

Meet Our Founder


Jim Tewalt, CFP® Photo

Jim Tewalt, CFP®

Founder

Jim is one of the owners of Estate Planning Solutions, Inc., a family wealth building and management firm that offers products and services to the public based on suitability to the individuals’ circumstances, resources, goals, and objectives (EPS – RIA, LLC).

PROFESSIONAL EXPERIENCE


Jim has over 40 years’ experience in the financial services industry as a life insurance agent, employee benefits consultant, property and casualty insurance agency owner, tax preparer and certified legal document preparer. He is a Registered Investment Advisor, Certified Financial Planner (CFP®), a licensed insurance agent and a Certified Legal Document Preparer (wills, trusts, quit claim deeds, LLC’s and corporations).

Jim is a people helper and problem solver and has helped hundreds of families and business owners plan for their financial future.

OTHER INFORMATION


Jim has been married to Mary for 41 years and has 5 children. He is an active member at Pure Heart Christian Fellowship and a past-president of the Northwest Christian Business Networking Chapter. Jim is a Chaplain and enjoys softball.

John Payne Photo

John Payne

John grew up in southern Arizona, then attended Baker University in Baldwin, Kansas where he added four years of college basketball and baseball to his studies.

After earning his Bachelors degree, John worked over 25 years in the uniform and textile industry in sales and sales management.  He served as national sales manager for a furniture manufacturer in Scottsdale.  Before joining Corporate Chaplains of America earlier this year he spent the last 8 years overseeing 5 different ministries at one of Phoenix’s mega-churches.

John has been married to his lovely wife Pam for 31 years, has six children and ten grandchildren.  An avid sports enthusiast and participant, he played competitive city league basketball into his early 40’s until two knee replacements forced him to concentrate on golf, reading, watching sports, and spending more time with his family.

John is Medicare Certified and licensed for life insurance, annuities and long-term care.  He is driven to provide outstanding customer service, educating clients about the ins and outs of Medicare planning, and showing them creative ways to use life insurance in their financial plans and address the financial risks associated with long-term and frailty care. 

Randy Huston Photo

Randy Huston

Certified Financial Planner, Randy Huston, has a B.A. in Business Administration and a Master's Degree in Social Science. His unique perspective in the Charitable Trust field stems from his background as a Planned Giving Officer, a co-owner of Yellowstone Trust Administration, Inc. and a CFP ®. He teaches financial advisors how using charitable trusts can be an integral part of a clients’ financial plan.

Randy has over 30 years’ experience as a charitable tax specialist, supporting attorneys, CPA’s and financial advisors throughout the country with charitable trust-related information and administration services. He is frequently called upon by the professional advisory community to share his knowledge through client illustrations and speaking engagements. He and his brother, CPA Rob Huston, serve as administrators on approximately 500 charitable trusts nationwide. Check Randy’s credentials by going to his website www.yellowstoneta.co

Get your Own Financial Action Plan Today!

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6502 West Soft Wind Drive, Glendale, AZ 85310

(623) 537-3657

MaryT@iLoveEPS.com