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
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A quick look at how federal income taxes work.
Couples may be able to head off many of the problems in a marriage that money can cause.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
To choose a plan, it’s important to ask yourself four key questions.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are hundreds of ETFs available. Should you invest in them?
Estate conservation is too important to put off. Do you have a smart exit strategy?