Your Financial Road Map

Comprehensive Planning


Why Comprehensive Financial Planning?

A comprehensive financial plan helps individuals and families achieve their financial goals by creating a roadmap for managing money, investing, and planning for the future. Striving for financial freedom.




Parts of the Process / Services:                                       

  • Understanding your personal and financial circumstance
  • Setting Goals
  • Analyzing current course of action and any possible alternatives
  • Develop Your Financial Plan 
    • Personalized Budgeting
    • Business Strategies (if applicable)
    • Investment Strategies
    • Asset Protection Planning
    • Tax Efficient Strategies
    • Retirement Planning
    • Estate Planning Strategies
    • Insurance Analysis
  • Implementation of your approved plan
  • Quarterly Meetings (more if necessary)


Do not hesitate, take control of your financial future, contact us for a consultation. We are here to help.




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.