Secure Your Financial Future:

Download Your Asset Protection Checkup


Take Control of Your Wealth with Professional Asset Protection Solutions

Key Elements:

  • Preserve your wealth for future generations
  • Mitigate risks and minimize potential losses
  • Maintain confidentiality and privacy of your assets
  • Professional guidance and support throughout the asset protection process

How It Works:

  1. Download the Checklist: Get your complimentary asset protection checkup checklist.
  2. Review: Go through the checklist to identify potential areas of improvement.
  3. Action: Take steps to strengthen your asset protection strategies based on the checklist.


After downloading and reviewing your asset protection checklist, take the next step to secure your financial future.

Click Here to make an appointment to discuss your concerns and solutions that may be available to you.


How do you know if you need an asset protection plan?

If you're not sure, then you may need one.

Don't worry, we've got you covered!

Download our complimentary Asset Protection Checkup guide above.

Many individuals with substantial earnings or wealth lack proper asset protection strategies, such as a simple will, a durable power of attorney, trust, and even LLC protection. 

The necessity for estate planning tools is clear. You need a will for guardianship of minor children in tragic scenarios. Durable powers avoid legal battles for medical decisions. Living trusts optimize estate tax exemptions and bypass probate. LLCs provide asset protection and tax benefits.

If you lack these, it's time for a check-up.

Concerned about lawsuits?

  • Do you hold real estate personally?
  • Are stocks/bonds in your name?
  • Do you have significant equity in your home without state protection?
  • Do you own assets through an LLC?

If you answered NO, it's time for an asset protection check-up.

Worried about stock market losses?

  • Are your investments prone to market fluctuations?
  • Did you lose significant assets during market crashes?
  • Do you seek guaranteed growth and income?

If so, consider our wealth-building tools for potentially safer financial growth.

Concerned about long-term care expenses?

Many are unprepared and may face significant expenses. Plan ahead to avoid financial strain.

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.