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What You Can Expect

Client Care Commitment

Our Client Care Commitment™ provides the personal touch you deserve. We take our time, and sure you are comfortable with our recommendations. Some may be implemented immediately, while others may be phased in over time. It is this understanding and follow-though that gives you confidence knowing your best interests are always our first priority.

Our standard is to stay in touch, get to know you well, and think of you when something new comes along that may help or affect you.

Life’s important opportunities, transitions and emergencies are often fraught with complexities. Our goal is to become your trusted advisor to provide you with leadership and creativity, through the years and over generations.

Our Services

We work with a variety of clients throughout all phases of their lives. They have one thing in common and that is their desire for financial independence. Most clients do not want to become an expert in all the financial solutions available in order to select the one that best addresses their needs. They want advice focused on them, personally, and advice that is in alignment with their objectives and their values.
If you would rather focus on living your life than understanding financial complexities, we may be able to help you.

Among the services Client Centered Financial offers are:

  • Personal and Family Financial Planning – building a good foundation, protecting what you have now and building for the future.
  • Business Planning – establishing and growing a business, attracting and retaining employees, successful business transition.
  • Financial Independence Planning – developing investment strategies with the goal of creating security and providing a sense of confidence.
  • Retirement Income Planning – developing tax efficient distribution strategies designed to last a lifetime.
  • Tax Reduction – exploring strategies that can allow you to retain more of the money you work so hard to earn.
  • Protection - providing customized solutions for life, disability and long-term care insurance.
  • College Planning – saving for education, qualifying for financial aid, making wise financial choices.
  • Legacy and Estate Planning – working with experienced estate planning professionals to develop strategies that allow you transfer your wealth as your wish, and provide an enduring legacy for people you love and causes you care about.

We work with families, successful entrepreneurs and professionals, financially independent single women, people near or post-retirement, parents of special needs children and people who are in the midst of a major life major transition. With our expertise and experience, wherever you are in life, we will be there for 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.