Our Services
Financial Planning
Comprehensive strategies to simplify your financial life
Helping You Find The Right Plan
Without the right plan, managing your finances—before and after retirement—can feel overwhelming. Our Investment Adviser Representatives of Equity Services, Inc. offer a structured and personalized financial planning process designed to help you achieve, maintain, and protect your life goals. With a practical approach, we guide you in achieving, maintaining, and protecting your financial goals with confidence.
We follow a comprehensive approach based on the six key fundamental elements outlined by the CFP® Board of Standards*:
Financial Position
Understand your current financial situation to build a solid foundation for future goals.
Protection Planning
Safeguard your assets and loved ones with comprehensive insurance and risk management strategies.
Retirement Planning Strategies
Create a roadmap for financial independence and a comfortable retirement lifestyle.
Tax Planning Strategies
Maximize your savings and minimize tax liabilities with effective tax strategies.
Estate Planning Strategies
Preserve your legacy by planning for the distribution of your assets and protecting your beneficiaries.
Investment Planning
Grow your wealth through strategic investments aligned with your financial goals and risk tolerance.
How We Help
Connecting you with advisors specialized in your unique needs
Whether you're planning for retirement, protecting your assets, or growing your wealth, we connect you with an advisor who understands your specific needs.
A Tailored Match
You'll be paired with a financial professional who specializes in your area of focus and has access to a network of experts for advanced planning strategies. This ensures you receive guidance backed by both experience and industry insight.
Collaborative & Client-Focused
We take the time to understand your financial picture and work alongside other professionals in your life—such as CPAs or attorneys—to develop a well-rounded strategy that aligns with your goals.
An Evolving Strategy for Life
Your financial journey is unique, and we know priorities can shift over time. That’s why we regularly review and adjust your plan, staying proactive so you’re always on track for financial security and success.
Diverse financial services based on your goals
Retirement Planning / Asset Accumulation
Assistance in designing and managing qualified retirement plans, including plan administration. Whether you're retired or planning for retirement, our professionals help you transition from vocational income to passive income, ensuring your financial well-being.
Trust and Estate Planning Strategies
Through trusts and estate planning strategies—while working alongside your legal advisor—we help protect your legacy and ensure your assets are distributed according to your wishes. Our professionals tailor estate planning solutions to align with your unique goals and vision.
Small Business Services
Tailored financial solutions for business owners, employees, and executives, including insurance and retirement planning strategies. We help you secure your business’s future while supporting your employees’ financial well-being.