Our Process

Values-Based Financial Planning
We use the financial planning pyramid as a guide to help us uncover what matters most to you. Whether you value paying for your children's college, retiring early, or leaving a legacy, we collaborate with you to design and implement the right strategies.
Financial planning can be offered solely by investment adviser representatives of Equity Services, Inc.
Six Steps To Financial Success
We take you through these six steps to develop an understanding of your values and what financial planning means to you. That enables us to develop strategies designed to build your legacy, and ensure your legacy lives on long after you.