Helping You Pursue True Wealth
True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.
Forbes Best-in-State Wealth Advisors:
Marc Schliefer (2023)
How Can We Help?
At Equity Planning, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.
We Are Your
What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
We help high net worth individuals benefit from a holistic approach in which your advisor coordinates all the services needed to manage your money and plan for you or your family’s needs.
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Our team identifies risks that could tremendously impair your financial situation.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.