Financial Services

Many clients list their three biggest concerns as: saving for retirement, protecting their family's future, and out-living their assets.  Together, we analyze, design and implement programs that help address your concerns.  Strategies for Capital Accumulation, Asset Management*, Retirement Planning, and Wealth Transfer are customized to help meet individual needs.

Retirement Planning

Setting up a retirement plan today can provide immediate benefits in the form of tax savings, as well as protect the future financial stability of both your family and you.  John can help you determine the best way to help meet your short-term and long term goals.

Investment Planning

John can help you design and implement an investment strategy that will help you pursue your personal financial goals. Taking into consideration such aspects as asset allocation, risk concerns and  modern portfolio theory, different investment avenues can be utilized.

Estate Planning Strategies

With proper planning today, you can help ensure family members will have sufficient liquidity to settle your estate in a timely and affordable manner. Working with your legal advisors, John can show you how to take advantage of trusts, charitable giving strategies and other sophisticated techniques to reduce estate taxes and expedite the distribution of assets to family members.

Providing for Survivors

Making provisions for your spouse, children and business associates, who would be affected by your premature death, is important.  Fortunately, it can be easy and affordable.  John will look at your desires and present life insurance program and make recommendations that can help ensure the financial security of the people who are important to you.

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.