Services

Business Planning​

• Group Retirement Plans -

1. 401(k) Plans
2. Defined Benefit Plans
3. Profit Sharing Plans

• Voluntary Group Life & Disability Plans
• Buy Sell Funding
• Key Person Insurance
• Executive Compensation
• Succession Planning
• Group Health Plans

Individual and Family Planning

• College Funding
• Estate and Tax Planning
• Special Care Needs
• Disability Income Insurance
• Long Term Care Insurance
• Life Insurance
• Charitable Giving

Retirement & Investment Planning

• Individual Retirement Accounts (IRA)
• Retirement Distribution Planning (i.e. Employer Sponsored Plans)
• Mutual Funds
• Variable Annuities
• Immediate Income Annuities
• Brokerage Services
• Fee Based Asset Management

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.