Our Services



Business Planning As a business owner, the financial security of your business starts and ends with you. The goal of business planning is to extend success and profitability into the future and to protect your hard-earned equity. We can help by designing compensation plans for yourself, your partners or key employees, by helping you prepare for the continuation of a family business, and by implementing affordable retirement and fringe benefit plans.



Retirement Planning The trend in America today is to spend first and save second. As a country we have one of the lowest savings rates in the industrialized world, yet the need to increase personal savings has never been greater. We provide a full range of services to help you implement the retirement plan that is best for you. For business owners, we can deliver plan design, administration and investment management* services. For retirees or those about to retire, we can help you determine how to best receive your retirement benefits and can advise you on appropriate investments* to help protect your financial well being.



Estate Planning It takes hard work to build an estate, yet the wealth of an entire lifetime can be quickly eaten up by estate taxes and probate costs. If you’re like most people, you want to leave your estate to loved ones, not the IRS. There are many strategies for disposition of an estate. We are prepared to work with you and your advisors to determine which strategies are best for your unique circumstances. We take pride in our ability to help our clients increase their assets and decrease estate taxes.



Insurance Services Life, disability and long-term care insurance are about risk. Risk is the exposure to the possibility of loss. Risk can be assumed, ignored or transferred. By asking questions and listening to you, we provide the solutions for your needs. Whether for personal or business situations, we will help you to determine the appropriate type and amount of insurance.



Investment Services* We recognize the commitment and responsibility we undertake when providing investment advice. By listening closely to your needs, we deliver high quality investment services that correspond to your goals. A wide range of investment objectives can be pursued through our access to a variety of securities products and services.

*Securities and investment advisory services offered solely by Equity Services, Inc.

Long-Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts.  Long-Term Care and disability insurance are not underwritten nor issued by National Life Insurance Company.

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


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck