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Financial Strategies


Investment Adviser Representatives of Equity Services, Inc. offer comprehensive financial planning as a practical approach to managing your personal finances to help you achieve, maintain and protect your life goals, retirement and estate.  Without the right guide and plan, it can be difficult and a bit overwhelming to navigate through the complexities inherent in managing all aspects of your wealth and financial life before and after retirement.


4 Points of Planning:

  • Define your personal values, philosophies and objectives
  • Clarify your goals and dreams outside the numbers
  • Organize, simply & document your financial life in one place
  • Create a roadmap and check list of actions to take today


The starting point for your plan includes the six key fundamental elements as outlined by the CFP® Board of Standards.  These include:


  1. Financial Position
  2. Protection Planning
  3. Retirement Planning
  4. Tax Planning
  5. Estate Planning
  6. Investment Planning

CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.