Personal Services

Simplify Your Financial Journey with Customized Service

At Equity Financial Services, we help individuals unlock, grow and preserve their assets. We offer personalized service and clear conversations, bringing simplicity to financial concepts and products to take the mystery out of planning. Our comprehensive suite of financial services is designed to help you navigate every opportunity and stage of life.

Financial Planning

We work with you to develop a comprehensive plan that addresses your immediate needs and long-term objectives. Our goal is to simplify your financial life so you have the understanding to unlock new opportunities through every transition in life.

Retirement Planning

Planning for retirement can be complex, but you don’t have to do it alone. We’re here to help you create a sustainable income strategy for your retirement years, maximizing your savings while managing risks so you can enjoy a fulfilling retirement.

Investment Management

We develop customized investment strategies based on your risk tolerance, time horizon, and financial objectives. Our team continuously monitors and adjusts your portfolio to keep it aligned with your goals, from now into the future.

Roth Conversions & 401(k) Planning

We help you understand the benefits and implications of converting traditional IRAs to Roth IRAs and provide advice on optimizing your 401(k) plans to ensure you’re making the most of your retirement savings.

Wealth Management

Wealth management is more than just growing your assets—it’s about preserving your wealth across generations. Our strategies can help you manage your wealth effectively, ensuring your legacy is protected for generations.

Education Planning

Investing in education is one of the most important commitments you can make for your children’s future. Our team can help you save for tuition and other education expenses, ensuring that you’re prepared to support your kids’ academic goals.

Tax Planning

Our tax planning services are designed to help you minimize your tax liability and maximize your after-tax income. We stay updated on the latest tax laws and strategies to ensure your financial plan is as tax-efficient as possible.

Insurance Planning

Protecting your loved ones is a critical component of a sound financial plan. Our team can help evaluate your current coverage and recommend policies that best meet your needs and protect your assets for you and your family.

Estate & Legacy Planning

Our team is here to help you manage and preserve your wealth for future generations. We assist you in connecting with other professional to help create a plan that includes wills, trusts, and other legal documents to ensure your wishes are honored and your loved ones are provided for.

Charitable Remainder Trust

A Charitable Remainder Trust (CRT) is a tool for those looking to support charitable causes while receiving income and tax benefits. We can guide you through the process, helping maximize the benefits for you and the charities you care about.

donor Advised Funds

Donor Advised Funds (DAFs) offer a flexible way to manage charitable giving. We assist you in setting up and managing a DAF, allowing you to make charitable contributions, receive tax benefits, and recommend grants from the fund over time.

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Our Approach

Our team takes a people-first approach, building trusted relationships that last through life’s transitions.

Learn About Our Approach

Our Team

Since 1984, our team has helped clients unlock their futures with credentialed expertise and insights.

Meet the Team

Contact Us

Have a question? Don’t hesitate to reach out. We look forward to talking with you about your financial journey.

Contact Us Today