GRAB YOUR FREE ONE HOUR
CONSULT WITH CHARLIE
To help you eliminate your greatest financial dangers, focus on your best opportunities and enhance your existing strengths to help you create greater freedom to achieve your life's biggest goals and passions.
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I also look forward to sharing with you our unique Family CFO Process which I have developed over the past 45 years to help our clients create greater simplicity, focus and balance in their financial affairs.
A one hour consultation with me normally costs $1,000.
Simply sign up on this page and my personal assistant Marie will reach out to schedule a call so I can help you create a paycheck for life to pay for all the things you desire to do most.
You deserve more!
What Super Successful Entrepreneurs And Entertainers Are Saying About My Show Yield of Dreams
"You're going to laugh your head off and have a damn good time. People you show it to will think a lot better of you after the show. You'll see humor in a negative situation!"
- Dan Sullivan
Founder and President of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker
"Charlie in his incredible gift of acting, and financial wizardry connects the two in a way that will light you on fire."
- Peter Diamandis
Founder and Executive Chairman of the XPrize Foundation, Singularity University, Abundance 360, and Author
"It's hilarious. It's fun. It's engaging. It's unlike anything you've ever seen before You walk in thinking, you know one thing about money, you walk out with a completely different perspective."
- Mike Koenigs
Serial Entrepreneur, 13-Time #1 Bestselling Author, Speaker
"This will change your life! I was blown away not just from Charlie's performance... this is funny, entertaining, and educational."
- Ron Bradley
Founder & CEO of Auxani Advisors
"Who would have thought that a person could make investing, money management, and retirement? Not only entertaining but funny. And I do know funny because I actually won an Olivier for best new comedy a few years ago."
- Alan Shorr
Tony Award Winning Broadway Producer
"Charlie perfectly blended his love of art and theatre with his brilliant financial advice. I was truly inspired by it, inspired by the show, and learned a ton."
- Nick Nanton
Emmy Award Winning Documentary Director
"Charlie helps you think about the mindsets and what you truly want so that you live the life you've always dreamed about and deserve. I got a TON of practical value and you will too."
- Howard Getson
CEO of Capitalogix
"This isn't like any other self-development program. Charlie shows you how to empower yourself to get what you want right now. It could be lifechanging for you. I know it is for me!"
- Dr. Mark Young
Host of Blunt Force Truth Podcast, Founder of Jekyll+Hyde Labs
REAL CLIENT STORIES
HOW ONE BAD BELIEF CAN KEEP YOU TRAPPED, UNHEALTHY & MISERABLE
If you’re anything like most clients that come to me…
Then chances are you’ve felt the “slow bleed” that comes from believing traditional financial advice…
Which keeps most hard-working people from ever making meaningful financial progress.
Steve was no different.
He absolutely hated his job.
It bled him dry - physically and mentally - and every day felt worse than the last.
But Steve was trapped in the belief that
he couldn't be happy unless his mortgage was paid off.
Which meant he had to be miserable for another 7 years while his health deteriorated before his eyes.
And then, bam! A minor accident left one of his fingers partially severed.
But don’t worry, there’s a happy ending…
Because even though he was out of work for five months, Steve felt genuinely relaxed for the first time in ages.
So we took some time to dig deep into all of the wrong things he’d been taught about money…
Making him realize just how much he’d been held back this whole time.
And as a result, he and his wife decided to tap into the "dead equity" hiddenin their homes and
bought themselves a slice of paradise
—a dreamy vacation home.
Plus, they both
ditched their soul-crushing jobs four years early
, choosing to chase their passions and live the life of their dreams.
But Steve is just one example of what it’s like to rid yourself of a faulty financial playbook.
But enough about me telling you Steve’s story. He stopped by my office the other day to tell me how
amazing
his life is now.
Listen to what he has to say.
Real People. Real Results!
DESIREMENT COACHING CHAMPION
Charlie Epstein
Charlie isn't just any financial advisor; he's a best-selling author, a professional actor (a unique combination!), and more. Over the past 45 years:
He's successfully built and sold two businesses.
Gained national recognition as the 401(k)
Coach, guiding over 10,000 advisors in refining their practices.
Authored four insightful books.
And, as a financial advisor, helped countless individuals and entrepreneurs craft "Paychecks for Life" to live their most desired lives.
Charlie Epstein is a multi-talented individual with a background in finance and entertainment. He was born in Longmeadow, Massachusetts, and graduated with a Bachelor of Science degree in Economics from Colgate University. While he started his career in finance, he also pursued his passion for acting and theater during his college years.
In 1979, Charlie began his career in the financial services industry and eventually founded Epstein Financial Services, LLC, which was later acquired by HUB International in 2021. He is known for his expertise in financial advising, particularly in retirement planning.
Charlie has also made significant contributions to his community, including establishing the University of Massachusetts Family Business Center and creating the 401(k) Coach Programs. He founded Benefit Consulting Group LLC and Nuovo Bank, both of which had successful outcomes.
His passion for acting never waned, and he continued to develop his craft, leading to the creation of "Yield of Dreams: A One Man Show" in 2020, where he combines finance and storytelling on stage.
Charlie is recognized for his achievements in the financial industry, holds certifications, and has authored two books. He is actively involved in education and community service, serving as a Trustee of Holyoke Community College and supporting various causes alongside his wife, Lorie.
Charlie Epstein's journey exemplifies the successful pursuit of multiple passions, blending finance and acting to inspire others to follow their diverse interests and achieve success on their terms.
© 2023 Epstein Financial Services all rights reserved.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. Epstein Financial Services, GRP, and HUB International are separate entities from and not affiliated with LPL Financial. Epstein Financial Services is the approved name under which LPL Financial business is conducted.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.