Life happens--and with life, comes change. Be prepared with a plan.

Without the right plan, it can be difficult to navigate the complexities inherent in managing all aspects of your financial life before and after retirement. Investment Adviser Representatives of Equity Services, Inc. offer comprehensive financial planning as a practical approach to managing your personal finances to help you achieve, maintain and protect your life goals, retirement, and estate.   

Our financial planning process is comprehensive and encompasses the six key fundamental elements as outlined by the CFP® Board of Standards*:

  • Financial Position
  • Protection Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Planning

Your plan not only acts as your compass through the rough patches but is also an integrated strategy that can help create a better financial future for you and your loved ones. In the long run, the goal of this type of plan should help you build and retain assets.

Retirement Plans / Asset Accumulation

Our representatives and their professional relationships can provide access to full services for qualified retirement plans, including plan design and administration. Are you retired or thinking about retirement? Are you uncertain about your transition from vocational income to passive income in retirement? Our associates can help you determine how to best receive your retirement benefits, as well as advise you on how to allocate those assets to help protect your financial wellbeing. 

Trust and Estate Planning Strategies

Through the use of trusts and other estate planning techniques – while working with your legal advisor – we can help you protect what you've worked a lifetime to build and make sure that your assets are distributed as you want them to be. Our professionals help you determine the estate planning strategy that works for your goals and vision. Because personal circumstances vary widely, it is critical to work with a professional who has knowledge of your specific goals and situation.


* CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.