Our Process

Financial planning is a process that creates a roadmap for your financial future, helping you to prepare ahead for life’s twists and turns and to make the most of your assets at every life stage. This process offered by Investment Adviser Representatives of Equity Services, Inc. is built around your goals and core values. It defines how wealth accumulation can help you and others in your life as well. To help you build a solid financial plan and investment portfolio, we partner with you to gain a detailed understanding of your personal, family and business goals – as the chart shows.