Guiding individuals and families through life's financial decisions with clarity, strategy, and care
Michael Simpson brings more than 40 years of experience in the financial services industry, where he has earned a reputation for integrity, professionalism, and a steadfast commitment to helping clients make informed financial decisions. Throughout his career, he has received numerous industry honors, including Agent of the Year with AIG, as well as multiple national sales and service awards while serving as a wholesale distributor for several leading financial firms. His extensive experience working with high-net-worth individuals has provided him with a deep understanding of the sophisticated financial and retirement planning strategies needed to help clients pursue their long-term goals.
Michael is a former FINRA-licensed representative and currently holds a Florida 2-15 Life, Health, and Annuity License, along with the appropriate non-resident licenses.
As National Sales Manager with ePIC Services Company, Michael is passionate about educating individuals and families as they prepare for retirement. Through informative retirement planning seminars and personalized one-on-one workshops, he provides clear, unbiased education on today's financial challenges and retirement strategies. His mission is to help those preparing for retirement, approaching retirement, or already retired gain the knowledge and confidence they need to make well-informed decisions.
Michael believes retirement planning is about more than managing assets—it's about creating a future built on security, confidence, and peace of mind. He is committed to educating his clients, answering their questions, and providing guidance that helps them navigate retirement with clarity and confidence.
A military veteran, devoted husband to his wife Maria, and proud father of two sons, Arden and Aaron, Michael values service both professionally and personally. Outside of work, he enjoys traveling, scuba diving, boating, riding motorcycles, and competing in league pickleball.

Protect your legacy and provide for future generations.

Create predictable income streams for confidence and stability.

Safeguard what you've built with strategies designed to reduce risk.

Minimizes taxes and keeps more of your hard-earned wealth.

Prepare for life's unknown with proactive risk management.

Business Planning, CRT, Wealth Management, and more.
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
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