About Us

Our Mission

Financial Retirement Strategies, LLC in Sun City, AZ, specializes in assisting the middle-class with Personalized Private Pension Plans to safeguard their savings and secure worry-free retirement plans. All Ages can benefit from a PPP Plan.

With over 35 years of experience, Jim is dedicated
to helping people plan their futures securely.

About Jim “Coach” Epperly
Jim Epperly, founder of Financial Retirement Strategies LLC, has been dedicated to helping retirees and pre-retirees secure their financial futures for over 35 years. Known affectionately as “Coach” by his clients, Jim brings a personal, educational approach to retirement planning, guiding individuals and families with honesty, integrity, and care.

With expertise in annuities, life insurance, IRAs, and long-term care insurance, Jim focuses on providing peace of mind to those navigating retirement decisions. His classic, values-driven strategies with PPP Plans are tailored for all ages, helping them protect their hard-earned assets and enjoy retirement with confidence.

Whether you’re just starting to plan or want a second opinion, Jim is ready to be your trusted partner on the path to a secure retirement.

Core Values

At Financial Retirement Strategies, LLC, we combine expertise with a faith-based, personal touch to ensure your financial security. Our services focus on retirement planning with lifetime income, long-term care insurance where needed, annuities, Social Security, and legacy planning, all rooted in integrity, compassion, and service.