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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
An inside look at how marginal income tax brackets work.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This worksheet can help you estimate the costs of a four-year college program.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
What if instead of buying that home, you invested that money?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Investors seeking world investments can choose between global and international funds. What's the difference?