Financial Planning
We work with our clients to create a roadmap to their future, adapting to changing circumstances over time and helping clients pursue and manage their goals. Whether you are purchasing a home, starting a family or saving for a vacation we'll work with you to create a plan tailored for your unique needs.
Retirement Planning
Equitrust can help guide you toward the path and through retirement. We can provide the tools and services necessary to retire on your terms and help answer important retirement questions such as at what age can I retire, how does retirement affect social security benefits, what to do with my 401(k) or pension plan.
College Planning
While college costs continue to rise, the good news is that there are tax-advantaged ways to save for college. We'll help you navigate your college savings options. Services include estimating your college savings needs and products such as 529 college savings plan, coverdells and custodial accounts.
Business
Businesses have unique financial planning needs. Equitrust has the tools and experience to help businesses pursue their strategic goals and objectives. Equitrust has Accredited Investment Fiduciaries available to educate plan sponsors regarding plan design options to help you attract and keep high-quality employees.
Insurance
As independent insurance agents, we do not work for a specific insurance company--we work for you. We will place your policy with a financially-sound, reputable company that offers coverage at competitive rates. Insurance products include term life insurance and long term care.
Leaving a Legacy
Estate planning can help you seek to preserve your assets, reduce taxes for your heirs, and unlock opportunities for future generations and your charitable pursuits. Equitrust leverages advisors in trusts, insurance, philanthropy and family dynamics to help clients develop estate and wealth transfer plans customized to their needs.
Our Team
Years of experience have prepared us to guide you through your life transitions.