ABOUT US
Since 1963, Equity Planning Inc. has combined time-tested financial methods with innovative strategies. We counsel our clients in the three key areas of financial services—protection, savings, and growth.
Our strategies are designed to provide individuals and businesses with opportunities for potentially more money and benefits, no extra out-of-pocket expenses, potentially reduced risks, and strategies for worst-case scenarios (death, disability, and lawsuit). The goal of our approach is to maximize our clients' income, assets, and interests.
Mission Statement
We operate a friendly and professional financial planning practice whose mission is to help individuals, families, and businesses achieve the financial future they envision. We accomplish this mission by building and implementing innovative, tailored, and effective strategies that are considerate of a variety of financial perspectives. Our professionals value the trust that they've built in the community.
Code of Conduct
- Our professionals value the trust that they've built in the community.
- We are energetic, positive, excited, and willing to go the extra mile.
- We treat our fellow associates and our clients the way we would want to be treated.
- We have integrity; we do the right thing even when no one else would know the difference.
- We acknowledge a mistake and solve it immediately.
- Clients are why we are here…they are treated with "Tender Loving Care".
- We take time to educate our clients.
- If it is important to the client, it is important!
- We respect that people are busy; therefore we are on time and prepared to make your time as productive as possible.
- We follow the CFP™ Code of Ethics.