Founder
Meet Michael A. Epps, ChFC®, RICP®
Founder & Chief Wealth Strategist, Fiscal Vision Financial
Michael A. Epps founded Elite Physicians Wealth Planning™ to give physicians and medical professionals a more coordinated way to approach taxes, retirement, investments, practice decisions, and long-term wealth planning.
Professional Philosophy
A shared strategy across your professional team
Michael's work is built around a simple belief: medical professionals should not have to manage complex financial decisions in fragments. The advisor, CPA, attorney, TPA, insurance professional, and other specialists should be working from a shared strategy.
Planning Focus
Tax-aware retirement and wealth strategy
His planning focus includes tax-aware retirement strategies, retirement income design, wealth management, business-owner planning, and coordination with a client's existing professional team.
Why Physicians
Why the focus is on medical professionals
Physicians often spend their careers caring for others while postponing their own planning. Michael's objective is to help them develop a disciplined, structured, and coordinated approach to building and preserving wealth.
Credentials, in plain language
ChFC® — Chartered Financial Consultant
Advanced financial-planning credential covering comprehensive planning across taxes, investments, insurance, retirement, and estate planning.
RICP® — Retirement Income Certified Professional
Specialized designation focused on retirement income planning — sequencing Social Security, retirement accounts, pensions, and other resources into a durable income strategy.
Your First Conversation
What your first conversation looks like
The first conversation is not a product pitch. It is a strategy conversation designed to understand your goals, current planning concerns, and whether the Elite Physician Wealth Blueprint™ process is appropriate for your situation.
Start with a strategy conversation.
A confidential introductory call to discuss your goals, current planning concerns, and next steps.