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Client Centered

As a business owner, CFO, or HR professional, you know that success is a team result. Your job is to find the best and most sustainable way to distribute rewards and motivate loyalty, --and the benefits you offer is a very important tool in getting this done.

We want to be your partners in this and support you in offering top benefits packages. "Partners" means that we are mindful of your special needs and requirements as an owner so that you too are compensated for your risk and efforts or of the budget you manage to.

Where we add special value is that benefits are a puzzle with many pieces. The more you tell us about what you want to accomplish and what you have in pace, the better we may be able to build a solution that will optimize across the board. The puzzle pieces include the following, --but if you don't see something here, just ask.

  • Group Retirement Plans (Defined Contribution, like 401(k)s, Defined Benefit, Profit Sharing)
  • Executive and Deferred Compensation
  • Voluntary Group Life Insurance and Disability Plans
  • Buy-Sell Agreement Funding
  • Key Person Insurance
  • Succession Planning
  • Group Health Plans

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.