FREE CONSULTATION + BONUS VIDEO TRAINING AVAILABLE FOR A LIMITED TIME!

 FREE CONSULTATION + BONUS VIDEO
TRAINING AVAILABLE FOR A LIMITED TIME!

 Add Guaranteed Income

To Your Financial Plan In 2024 With Annuities

 Add Guaranteed Income

To Your Financial Plan In 2024 With Annuities

Grab Your Free  Consultation
+ Bonus Video Training TO Find Out
If Annuities Are Right For You!

Grab Your Free  Consultation
+ Bonus Video Training TO Find Out
If Annuities Are Right For You!

⬇ TALK TO AN ANNUITY EXPERT ⬇

+ RECEIVE A BONUS VIDEO TRAINING

Enter your name and contact information, and a member of our team will contact you for a personalized annuity consultation. We’re experts who care about your financial outcomes. Honest, transparent, and only looking to provide the best solutions for your financial future.
 Your Information is Secure.

WHAT ARE ANNUITIES?

Annuities are contracts you strike with an insurance company. You hand them a certain amount of cash, either upfront or over time, and in return, they dish out a steady stream of income to you, starting now or later down the road. 

They come in different flavors – fixed annuities give you a guaranteed payout, no surprises; variable annuities tie your returns to how well the market's doing, a bit more of a gamble; and indexed annuities, they're somewhere in the middle, linked to a market index.

The kicker? Your money grows tax-free until you start pulling it out. It’s a smart move for keeping your retirement steady and secure, but hey, don't just jump in blind. Get educated and understand the full picture of what annuities are all about.

 YOUR ANNUITY CONSULTATION

Enter the world of annuities tailored specifically to your financial landscape. Receive personalized guidance and expert advice that’s all about maximizing your financial future. During your consultation, a member of our team will walk you through the ins and outs of annuities, helping you understand how they could fit into your unique financial plan. Whether you're curious about how annuities can provide a stable income post-retirement or you're exploring ways to grow your funds with tax advantages, we’ve got you covered.

This consultation is your opportunity to ask the hard questions and get clear, straightforward answers. Think of it as a roadmap designed to navigate the complex terrain of annuities, ensuring you make informed decisions that align with your long-term financial goals. No strings attached, no pressure – just solid, actionable information tailored for you.

WHAT ARE

ANNUITIES?

Annuities are contracts you strike with an insurance company. You hand them a certain amount of cash, either upfront or over time, and in return, they dish out a steady stream of income to you, starting now or later down the road. 

They come in different flavors – fixed annuities give you a guaranteed payout, no surprises; variable annuities tie your returns to how well the market's doing, a bit more of a gamble; and indexed annuities, they're somewhere in the middle, linked to a market index.

The kicker? Your money grows tax-free until you start pulling it out. It’s a smart move for keeping your retirement steady and secure, but hey, don't just jump in blind. Get educated and understand the full picture of what annuities are all about.

 YOUR ANNUITY
CONSULTATION

Enter the world of annuities tailored specifically to your financial landscape. Receive personalized guidance and expert advice that’s all about maximizing your financial future. During your consultation, a member of our team will walk you through the ins and outs of annuities, helping you understand how they could fit into your unique financial plan. Whether you're curious about how annuities can provide a stable income post-retirement or you're exploring ways to grow your funds with tax advantages, we’ve got you covered.

This consultation is your opportunity to ask the hard questions and get clear, straightforward answers. Think of it as a roadmap designed to navigate the complex terrain of annuities, ensuring you make informed decisions that align with your long-term financial goals. No strings attached, no pressure – just solid, actionable information tailored for you.

WHAT’S IN THE FREE

VIDEO TRAINING?

The Guaranteed Income Guide

This video training directly taught by
Rob Gill - CEO and Founder of EPIC Financial Strategies - will teach you what you need to know about annuities (straight from the horse's mouth).

Rob dives in to answer these questions:

  • What are Annuities?
  • How do they fit into a Well-Balanced Portfolio?
  • ​What are the Different Types of Annuities?
  • ​How to find the Right Annuity for you?
  • ​Pros, Cons, Fees, and More...

WHAT’S IN THE FREE

VIDEO TRAINING?

The Guaranteed Income Guide

This video training directly taught by Rob Gill - CEO and Founder of EPIC Financial Strategies - will teach you what you need to know about annuities (straight from the horse's mouth).

Rob answers these questions:

  • What are Annuities?
  • How do they fit into a Well-Balanced Portfolio?
  • ​What are the Different Types of Annuities?
  • ​How to find the Right Annuity for you?
  • ​Pros, Cons, Fees, and More...

You Have Nothing to Lose

Only Knowledge To Gain

We hope you take this opportunity to empower yourself with knowledge and take advantage
of our expert financial assistance. When you win, we win – Your financial success is our goal. Discover how annuities can integrate into your financial plan for secure wealth
building now and in the future.

You Have Nothing to Lose

Only Knowledge To Gain

We hope you take this opportunity to empower yourself with knowledge and take advantage of our expert financial assistance. When you win, we win – Your financial success is our goal. Discover how annuities can integrate into your financial plan for secure wealth building now and in the future.

ABOUT EPIC

Who We Are

Here at Epic Financial Strategies we've completed over 10,000 financial game plans and saved on average $9,000 a year for each client, all with little or no additional out of pocket expenses.

We create a personalized financial road map tailored to your investment goals, as well as create
a financial dashboard so you can maximize the integration & coordination of all your assets on
one page.

ABOUT EPIC

Who We Are

Here at Epic Financial Strategies we've completed over 10,000 financial game plans and saved on average $9,000 a year for each client, all with little or no additional out of pocket expenses.

We create a personalized financial road map tailored to your investment goals, as well as create
a financial dashboard so you can maximize the integration & coordination of all your assets on
one page.

MEET THE

EPIC EXECUTIVE TEAM

Robert Gill

Founder | CEO
After two decades in the financial services space, Robert and his team have performed more than 23,000 cash flow analyses and over 10,000 financial plans. What they've learned from talking to clients is that they don't just want money. What people desire most is FINANCIAL FREEDOM. They want to be able to do what they want, when they want it, without any constraints. This is exactly what Robert sets out to do for each and every client.

Robert has been obsessed with providing the much-needed financial education that is so lacking in the world, so no one has to experience the pain and helplessness that his family did. He knows firsthand what happens to a family when it has to worry about money all the time. Growing up in a tough neighborhood in Bayonne, New Jersey, he watched as his father worked three jobs to support a family of six. There was no shortage of love – but there was a shortage of money. There was a constant fear of the unknown: How much does it take to support a family? When can I retire? What happens if the car breaks down?

His parents would have benefited from financial education. That's why Robert is dedicated to answering any questions you might have and to be the guide to bring you to an easier future. He can show you the right way to budget and prepare for tomorrow while still taking care of the wants and needs of today.

Alexa Criollo

[Chief of Staff, High-level Relationship Coordinator]
Alexa is dedicated not only to furthering the business interests of EPIC Financial Strategies, but helping her clients create the financial security they need to achieve their goals. With a profound understanding of the complexities of financial planning, Alexa helps clients to develop and execute comprehensive financial strategies that align with their goals.

Despite being initially drawn to a career in medicine because of her love for people, Alexa realized that the unpaid student loans and a lack of financial education was a challenge for far too many people. This ultimately led her to pursue a career in the financial industry where she could have a more profound impact on people's lives by helping them create generational wealth.

Overall, with a compassionate approach to financial planning and a strong dedication to serving, Alexa strives not only to become a leader in the industry, but as a proud Latina of Colombian decent, become a role model of what is possible. She hopes, through her efforts, to bridge the wealth gap within the Latino community that still exists.

Eddie Gartner

[Managing Director]
With his innovative approach and individualized service, Eddie Gartner helps clients maximize their wealth as they plan for their financial future. Going beyond traditional financial planning and advising, Eddie provides focused strategic planning which is designed to help coordinate and balance what clients want to achieve, with access to the products and services they can use to help get there.

As a Certified Family Business Specialist (CFBS) and having a Certificate in Business Succession Planning, he has an in-depth understanding of the many strategies and advanced concepts available in today’s business market place, and understands that each client has a uniqueness that needs to be handled in that manner.

Eddie earned his Bachelors of Science in Economics. He also earned his professional designations through the American College. Eddie enjoys spending time with his family at the lake or playing a round of golf. He currently resides in Warren, New Jersey with his wife Kirsten and two children Kaleigh and Gavin.

Klaus Bartram

[ Voluntary Benefits Specialist ]
Whether he’s helping an entire school district or individual teachers, Klaus finds the best road toward financial stability. He shows districts, towns, and even correctional facilities how to enhance their benefit package with no direct cost. For employees, he teaches how to plan for maternity leave, protect their paycheck and draw a blue print for retirement.

Voluntary Benefits has been his passion during his two decades in the financial industry, helping small and large business owners alike. Klaus has also recruited and trained hundreds of new agents. He is especially proud that a number of his recruits now manage Fortune 500 companies and implement the same training strategies.

On LinkedIn, he is known as “The Teachers’ Financial Guy.” He gives tips to more than 10,000 educators every day on how to plan for retirement and how to protect themselves from the unexpected.

His wife, Laura has been a teacher for over 20 years. They live in Middletown, New Jersey with their children Connor, Molly and Declan. Klaus has also served as the Ambassador to the Children’s Hospital of Atlanta where he worked with other agents to raise money to help fight the battle of childhood cancer.

David Hammer

[ Financial Services Representative ]
David’s combination of experience, professionalism and versatility can help you meet your financial goals, estate strategies and insurance needs. Whether you are preparing for milestone life events like retirement or college, or whether you’re simply looking for daily help in providing more financial freedom, he can keep you on track. Some clients look to him for life, disability income or long-term care insurance protection.

David’s advice is informed by approximately 30 years in the financial services industry, including stints as a portfolio manager for a private money manager.

He is also a proud 3-time NYC Marathon finisher and enjoys regularly competing in endurance competitions, including half and full Ironman triathlons. David promises, along with the team at Epic, to give you a new level of attention, insight and capability.








Parker Russo

[ Chief Marketing Officer ]
Parker is considered to be the mind behind the branding and marketing of Epic Financial Strategies. He is experienced in all aspects of brand building and has brought Epic’s presence to life over the years by creating and building social media platforms, marketing campaigns, consistent content creation, website design, print marketing and more.

Parker is a graduate of Georgian Court University with a BA in Graphic Design and Digital Media. He currently resides in Monmouth County, New Jersey. Outside of Epic, Parker is also an experienced Master of Ceremonies for an entertainment company, with experience speaking in front of thousands of guests at weddings all over the Tri-State Area. He also enjoys traveling, graphic design, fitness and health.










Antonio Vaglica

[ Financial Services Representative ]
Born and raised in Long Island, New York, Antonio was a baseball player throughout his life. After a great four-year career playing Division 1, Antonio branched out into his other love: the financial services industry.

He started a podcast with his partner called “The LearnLead Podcast.” One of their guests was Epic’s founder, Rob Gill. Through the immediate synergy between them created on that podcast, Antonio came aboard the Epic team and continues to hit it out of the park. He looks forward to servicing his clients providing anything they may need.











Alexa Criollo

[ Financial Services Representative ]
Alexa is a Wealth Strategist at the renowned Epic Financial Strategies in Red Bank, New Jersey. She specializes in making sure her clients have the appropriate tools, so they are well prepared for their financial future.

She knows intimately what happens if someone doesn’t have a strong education in personal finances. Her understanding and her compassion inspires her approach of guiding financial planning with education. She ensures that her clients are well-informed and can make educated decisions when it comes to their money.

She has the privilege of helping individuals, business owners, and entrepreneurs in protecting, leveraging, and building their wealth. She is an active public speaker on topics such as financial literacy, money mindset, and financial planning.

Alexa is a SUNY New Paltz graduate, and currently lives in Queens, NY. She goes snowboarding when she’s not helping others. A proud Latina, being bilingual lets her serve those whose native language is Spanish. Her mission is to retire her mother, create generational wealth for her family and continue to guide others in optimizing their financial journey.

Bruce Bock

[ Financial Services Representative ]
After a successful 30-year career in sales, and an early retirement, Bruce still wanted to help people. That’s why he recently joined the Epic team as a Licensed Insurance Specialist. A dedicated professional, Bruce is committed to providing financial knowledge and assistance in the insurance industry.

Born and raised in Jersey City, New Jersey, Bruce studied Economics and Business Administration at Upsala College. He brings a wealth of experience to a very talented Epic family. Bruce looks forward to once again providing excellent service to all clients.











MEET THE

EPIC EXECUTIVE TEAM

Robert Gill

Founder | CEO
After two decades in the financial services space, Robert and his team have performed more than 23,000 cash flow analyses and over 10,000 financial plans. What they've learned from talking to clients is that they don't just want money. What people desire most is FINANCIAL FREEDOM. They want to be able to do what they want, when they want it, without any constraints. This is exactly what Robert sets out to do for each and every client.

Robert has been obsessed with providing the much-needed financial education that is so lacking in the world, so no one has to experience the pain and helplessness that his family did. He knows firsthand what happens to a family when it has to worry about money all the time. Growing up in a tough neighborhood in Bayonne, New Jersey, he watched as his father worked three jobs to support a family of six. There was no shortage of love – but there was a shortage of money. There was a constant fear of the unknown: How much does it take to support a family? When can I retire? What happens if the car breaks down?

His parents would have benefited from financial education. That's why Robert is dedicated to answering any questions you might have and to be the guide to bring you to an easier future. He can show you the right way to budget and prepare for tomorrow while still taking care of the wants and needs of today.

Alexa Criollo

[Chief of Staff, High-level Relationship Coordinator]
Alexa is dedicated not only to furthering the business interests of EPIC Financial Strategies, but helping her clients create the financial security they need to achieve their goals. With a profound understanding of the complexities of financial planning, Alexa helps clients to develop and execute comprehensive financial strategies that align with their goals.

Despite being initially drawn to a career in medicine because of her love for people, Alexa realized that the unpaid student loans and a lack of financial education was a challenge for far too many people. This ultimately led her to pursue a career in the financial industry where she could have a more profound impact on people's lives by helping them create generational wealth.

Overall, with a compassionate approach to financial planning and a strong dedication to serving, Alexa strives not only to become a leader in the industry, but as a proud Latina of Colombian decent, become a role model of what is possible. She hopes, through her efforts, to bridge the wealth gap within the Latino community that still exists.

Eddie Gartner

[Managing Director]
With his innovative approach and individualized service, Eddie Gartner helps clients maximize their wealth as they plan for their financial future. Going beyond traditional financial planning and advising, Eddie provides focused strategic planning which is designed to help coordinate and balance what clients want to achieve, with access to the products and services they can use to help get there.

As a Certified Family Business Specialist (CFBS) and having a Certificate in Business Succession Planning, he has an in-depth understanding of the many strategies and advanced concepts available in today’s business market place, and understands that each client has a uniqueness that needs to be handled in that manner.

Eddie earned his Bachelors of Science in Economics. He also earned his professional designations through the American College. Eddie enjoys spending time with his family at the lake or playing a round of golf. He currently resides in Warren, New Jersey with his wife Kirsten and two children Kaleigh and Gavin.

Klaus Bartram

[ Voluntary Benefits Specialist ]
Whether he’s helping an entire school district or individual teachers, Klaus finds the best road toward financial stability. He shows districts, towns, and even correctional facilities how to enhance their benefit package with no direct cost. For employees, he teaches how to plan for maternity leave, protect their paycheck and draw a blue print for retirement.

Voluntary Benefits has been his passion during his two decades in the financial industry, helping small and large business owners alike. Klaus has also recruited and trained hundreds of new agents. He is especially proud that a number of his recruits now manage Fortune 500 companies and implement the same training strategies.

On LinkedIn, he is known as “The Teachers’ Financial Guy.” He gives tips to more than 10,000 educators every day on how to plan for retirement and how to protect themselves from the unexpected.

His wife, Laura has been a teacher for over 20 years. They live in Middletown, New Jersey with their children Connor, Molly and Declan. Klaus has also served as the Ambassador to the Children’s Hospital of Atlanta where he worked with other agents to raise money to help fight the battle of childhood cancer.

David Hammer

[ Financial Services Representative ]
David’s combination of experience, professionalism and versatility can help you meet your financial goals, estate strategies and insurance needs. Whether you are preparing for milestone life events like retirement or college, or whether you’re simply looking for daily help in providing more financial freedom, he can keep you on track. Some clients look to him for life, disability income or long-term care insurance protection.

David’s advice is informed by approximately 30 years in the financial services industry, including stints as a portfolio manager for a private money manager.

He is also a proud 3-time NYC Marathon finisher and enjoys regularly competing in endurance competitions, including half and full Ironman triathlons. David promises, along with the team at Epic, to give you a new level of attention, insight and capability.








Parker Russo

[ Chief Marketing Officer ]
Parker is considered to be the mind behind the branding and marketing of Epic Financial Strategies. He is experienced in all aspects of brand building and has brought Epic’s presence to life over the years by creating and building social media platforms, marketing campaigns, consistent content creation, website design, print marketing and more.

Parker is a graduate of Georgian Court University with a BA in Graphic Design and Digital Media. He currently resides in Monmouth County, New Jersey. Outside of Epic, Parker is also an experienced Master of Ceremonies for an entertainment company, with experience speaking in front of thousands of guests at weddings all over the Tri-State Area. He also enjoys traveling, graphic design, fitness and health.










Antonio Vaglica

[ Financial Services Representative ]
Born and raised in Long Island, New York, Antonio was a baseball player throughout his life. After a great four-year career playing Division 1, Antonio branched out into his other love: the financial services industry.

He started a podcast with his partner called “The LearnLead Podcast.” One of their guests was Epic’s founder, Rob Gill. Through the immediate synergy between them created on that podcast, Antonio came aboard the Epic team and continues to hit it out of the park. He looks forward to servicing his clients providing anything they may need.











Alexa Criollo

[ Financial Services Representative ]
Alexa is a Wealth Strategist at the renowned Epic Financial Strategies in Red Bank, New Jersey. She specializes in making sure her clients have the appropriate tools, so they are well prepared for their financial future.

She knows intimately what happens if someone doesn’t have a strong education in personal finances. Her understanding and her compassion inspires her approach of guiding financial planning with education. She ensures that her clients are well-informed and can make educated decisions when it comes to their money.

She has the privilege of helping individuals, business owners, and entrepreneurs in protecting, leveraging, and building their wealth. She is an active public speaker on topics such as financial literacy, money mindset, and financial planning.

Alexa is a SUNY New Paltz graduate, and currently lives in Queens, NY. She goes snowboarding when she’s not helping others. A proud Latina, being bilingual lets her serve those whose native language is Spanish. Her mission is to retire her mother, create generational wealth for her family and continue to guide others in optimizing their financial journey.

Bruce Bock

[ Financial Services Representative ]
After a successful 30-year career in sales, and an early retirement, Bruce still wanted to help people. That’s why he recently joined the Epic team as a Licensed Insurance Specialist. A dedicated professional, Bruce is committed to providing financial knowledge and assistance in the insurance industry.

Born and raised in Jersey City, New Jersey, Bruce studied Economics and Business Administration at Upsala College. He brings a wealth of experience to a very talented Epic family. Bruce looks forward to once again providing excellent service to all clients.











EPIC FINANCIAL STRATEGIES
2 BRIDGE AVENUE SUITE 634
RED BANK, NJ 07701
EPIC Financial Strategies is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC.

Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the information contained in this video. Also, Robert Gill, in his appearance on various social media platforms, does NOT provide ANY legal, accounting, securities, investment or tax advice, and the opinions he shares are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, Robert Gill does not endorse ANY specific investments, financial advisors or securities brokerage firms. Robert Gill is not a securities-licensed professional, financial planner or investment advisor.

Where return on investment is discussed or referenced by the presenter or in the written materials, the figures used are for illustration purposes only, and are not intended to indicate that an investment in any particular investment or investment sector will necessarily generate any specific return.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual’s specific goals, experiences and financial status.
EPIC FINANCIAL STRATEGIES
2 BRIDGE AVENUE SUITE 634
RED BANK, NJ 07701
EPIC Financial Strategies is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC.

Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the information contained in this video. Also, Robert Gill, in his appearance on various social media platforms, does NOT provide ANY legal, accounting, securities, investment or tax advice, and the opinions he shares are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, Robert Gill does not endorse ANY specific investments, financial advisors or securities brokerage firms. Robert Gill is not a securities-licensed professional, financial planner or investment advisor.

Where return on investment is discussed or referenced by the presenter or in the written materials, the figures used are for illustration purposes only, and are not intended to indicate that an investment in any particular investment or investment sector will necessarily generate any specific return.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual’s specific goals, experiences and financial status.
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