Portfolio Management

Our style of portfolio management is characterized by a balanced approach that prioritizes both growth potential and risk mitigation. We craft diversified portfolios tailored to each client's specific financial goals, risk tolerance, and time horizon. Through diligent research and analysis, we identify opportunities across various asset classes, including equities, fixed income, and alternative investments. Our proactive approach involves regular monitoring of market trends and economic indicators, allowing us to make informed decisions and adjust portfolios as needed to capture opportunities and manage risk effectively. Through emphasizing transparent communication and ongoing client education, we empower clients to make informed decisions and stay actively engaged in their financial journey. At Equity Financial, we are committed to delivering personalized solutions that align with clients' objectives while navigating the complexities of the ever-changing financial landscape.

Retirement Planning

If you ask a worker in today’s society what some of their top fears are, they might say one is saving for retirement. We take the guesswork out of it and give you a solid and concrete plan based on your individual needs and dreams. Your retirement years should be the best years. It’s important to plan so that we leave nothing to chance. Your investments should be structured in a way that maximizes your chance to meet your goals, and offers you piece of mind in uncertain times. When you reach retirement its time to relax, not take on unnecessary risk that leaves you biting your nails every time the market falls. You’ve already accumulated a lifetime of wealth, now let us help you keep it and spend it in the best years of your life. Our initial meeting will be a discovery meeting, where we learn all about you and the dreams you have for your life. After that we will craft a personalized investment strategy to help you get there.

When you hear the word “estate”, a variety of things can come to mind. You may think of an estate as a large property, or what someone leaves behind for their loved ones. An estate consists of all the property a person owns, including real estate, cars, cash, and other assets. Individuals who want their assets to effectively pass on to their specified heirs should establish an estate plan. An estate plan is an important set of legal documents that can make it easier to ensure that your wishes are met should you become incapacited or unable to speak for yourself. The importance of this cannot be stressed enough and is not something purely reserved for the ultra wealthy.

College Funding

Planning for college is getting harder and more expensive with each passing year. The earlier you start, the better it will be for your young one. We can come up with a plan that balances a concrete savings plan with appropriate risk, to deliver results that will help you meet your goals of sending your children to school. Whether it be through tax advantaged 529 plans, or individual accounts, we can help you meet your needs.

We can help you craft a strategy for giving back to others and causes that are important to you. This can be through charitable giving, cash, non-cash donations or volunteering. These activities can provide several benefits, including reduced taxes, to personal fulfillment, to crafting a meaningful legacy you and your loved ones can be proud of.

Debt Management

One of the most important aspects of achieving financial freedom comes from appropriately and effectively managing your debt. Whether it be working on paying down high interest debt, acquiring inexpensive financing for projects, or consolidating debt under lower interest rates, we have the expertise to help you achieve your financial goals.