Wealth is an opportunity to protect what you value most. Partner with Equity Planning Inc. to jumpstart your quest for long-term financial resilience.
We offer a comprehensive package of planning services and wealth management solutions designed with the goal to pursue the financial future you envision. Our savvy financial planners will build and maintain a close relationship with you that is based on education, communication, and trust.
Individual & Family Businesses
- Comprehensive Financial Planning - Employee Benefits
- Consulting - Corporate Retirement Plans
- Wealth Management - Buy-Sell Agreements
- Retirement Planning - Business Succession Planning
- Risk Management - Executive Compensation
- Insurance Analysis - Risk Management Analysis
- Life and Disability Insurance - Employee Stock Option Pricing
- Long-term Care Insurance
- Health Insurance
- Estate Planning and Wealth Transfer
- Legacy Planning
- Charitable Giving
- Tax Savings Strategies
- Education Savings Planning
- Transition Planning
- Lifetime Income Strategies
- Special Needs Planning
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This worksheet can help you estimate the costs of a four-year college program.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Are you ready for retirement? Here are five words you should consider.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?