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 Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In the face of divorce, making changes to insurance coverage may be overlooked.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A four-step framework for building a personal legacy.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are things you can do to keep yourself safe when you lose your wallet.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Have you explored all of your choices when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?