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Our Services

We create a personal financial model that is specific to you. Your model can help you achieve one or all of the following services:

Personal Services

  • Insurance 
    • Life
    • Disability
    • Long Term Care
    • Health
    • Property Casualty
  • Investment Strategies
  • Educational Strategies
  • Estate Planning
    • Trusts
    • Wills
  • Retirement Planning
  • Charitable Planning Strategies
  • Special Needs Strategies

Business Services

  • Employee Benefits
    • Health Insurance
    • 401K
    • SEP
    • SIMPLE
    • Key Man
  • Buy/Sell Strategies
  • Executive Compensation
  • Succession Planning
  • Business Insurance

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.