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Our Services

Our services are designed especially for the managememt and preservation of wealth and focus on comprehensive financial goals. In order to provide you with the strategies you need along with personalized service, we are a private financial service firm. This allows us access to most of the financial resources available and the ability to provide a strategy that best fits our client’s needs. Through our Family Office Services, we allow individuals and businesses the luxury of one source for their financial, insurance, and investment concerns. We provide a wide range of financial services including, but not limited to:

Lifestyle & Retirement Income Strategies

  • Retirement Planning
  • Life Insurance
  • Annuities
  • Tax Advantaged Concepts
  • Debt Reduction Strategies

Investments & Fee Based Services

  • Stocks & Bonds
  • 401(k)s
  • IRAs
  • Mutual Funds
  • Brokerage Accounts
  • Alternative Investments
  • Portfolio Design and Management


College Savings Strategies

  • 529 College Savings Plans

Estate/Legacy Strategies

  • Life Insurance
  • LTC Coverage
  • Critical, Chronic, & Terminal Illness Benefit Riders on Life Insurance Policies. 
  • Estate Planning Strategies
  • Wealth Transfer Strategies
  • Asset Protection

Small Business Solutions

  • Pension Planning
  • Profit Sharing
  • Defined Benefits
  • Business Continuation
  • Section 79
  • Key Employee Compensation

Additional Services

  • Charitable Gifting Strategies
  • 403b

Securities and investment advisory services including fee based services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC.