Financially EPIC

About Us

We empower our clients to create Financially EPIC lives!

Our team connects you with comprehensive, innovative and relevant real estate investing education with a focus on financial literacy.

Harness the same life-changing knowledge, resources and support that we use day to day in our personal lives and real estate investing company, EPIC Notes. Our mission is to inspire you to invest in yourself and live by design!

Reach out to get started today!

- Gain cutting-edge tools to quickly pay off debt, create lifestyle flexibility and plan for retirement
- Attain clarity with financial concepts related to personal finance and investing
- Successfully complete a real estate transaction from start to finish
- Become an experienced investor through successful repetition
- Learn time-tested strategies for creating consistent cash flow and higher returns through real estate
- Increase knowledge to reduce risk and increase stability and performance of your assets
- Enhance in-depth understanding of wealth management and business-related financial processes

We are proud members of the Claremont Chamber of Commerce, and Pat is honored to be on the Board of Directors.