I serve individuals and businesses in the areas of Insurance, Investments & Non-Qualified Executive Compensation.

Term & Permanent Insurance

  • Using a personalized mix to ensure your concerns and needs are met. 
  • Upon meeting and discussing your needs you will be shown how to maximize your Life Insurance at an appropriate price.
  • Concerned about the cost of long-term care, school for the kids, income replacement for your spouse, how about income in retirement, or even Alzheimer’s and Fertility Treatment Accelerated Benefits Rider (ABR)’s


Retirement planning

  • Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Helping businesses evaluate and optimize their employee benefits to retain employees and reduce cost.


Tax management

  • Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.


Estate planning Strategies

  • Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.


Risk management / Protection

  • Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.


Education funding

  • Recommending investment and accumulation strategies to help you pay for your children's education.


Investment Planning

  • Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.


Employee and executive benefits

  • Helping your business attract and retain qualified employees through benefit packages including Premium Financing options.


Financial Planning


  • Building a roadmap for today and tomorrow. This will include, but not limited to distribution planning, taxes and wealth transfer.


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.