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 Strategies
  • 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


Contact us to learn more about how we can help you!


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.