Services Provided by Equitas Financial* (Through multiple carriers)

For Individuals:

Not everyone has the same "ideal picture" of what retirement and financial security looks like. Coupled with the products available to us (See products page), the services we offer will allow us to provide you with a tailored and customized plan that suits your needs and objectives.

• Investment portfolio creation and monitoring.
• Education Planning.
• Comprehensive, needs based, Financial Planning.
• Estate Planning.
• Basic Income Tax Preparation.
• Fee based Financial Plans on request.

For Business Owners:

We realize that business owners need different types of services in order to help their businesses succeed. Whether we look at tax minimization strategies or ways to help keep key employees, there are many points to address and we have the programs and products to help address any situation. Below are just a few of the services we provide for business owners. Don't see anything that fits your specific need? Contact us and we'll do our best to help construct a program that does.

• Income replacement strategies.
• Insurance planning to help fulfill Buy-Sell agreements.
• Group Health and Dental plans for small (3-35 employees), medium and large (36+ employees) businesses.
• Group Retirement Investment Planning for employees.
• Tax efficient retirement savings strategies.

 *unless otherwise noted