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
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Calculating your potential Social Security benefit is a three-step process.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you died, what would happen to your email archives, social profiles and online accounts?