Our Services

Private Money Management:

EQIS is an investing platform that allows investors with as little as $25,000 to take advantage of some of the same investment strategies that ultra high net worth investors have enjoyed for decades, such as separately managed accounts with multiple institutional money managers, providing broad diversification and tax efficiency. The purpose of EQIS is to reinvent wealth management by providing the average investor access to an asset management philosophy historically available to only ultra high net worth investors. Click here for the Equis Brochure

Technical Analysis:

The Point & Figure methodology has been around for over 100 years. One of the first proponents of the methodology was Charles Dow, the first editor of the Wall Street Journal. Charles Dow was a fundamentalist at heart, yet he understood the importance of the supply and demand relationship in any stock. The Point & Figure methodology is just a logical, organized way of recording the forces of supply and demand.

Social Security planning

Click here for questions on Social Security Video

For the past eight years, we have been an innovator in social security planning. The one area that sets us apart is we do not tell everyone to wait till age 70 to start benefits. With our advanced calculators, we can run what-if scenarios to give you the best ages to start and maximize your Social Security benefits. We have partnered with one of the largest and most respected Social Security planning firms to make sure that we are at the cutting edge of benefit planning.

Tax Planning

We have partnered with several CPAs and with our planning software we can run different scenarios to test tax strategies that you can then take to your CPA to see if it would benefit your tax situation. This is a very in-depth and sophisticated service that we can discuss in detail in our first or second meeting.

Succession Planning

One of the first things that we do is to help you line out your beneficiaries and the strategies that you want to implement for them to receive your legacy. We will explain how different methods work, and explain the importance of transfer on death designations on individually held accounts. We also work with an estate planning attorney to help you map out the most successful legacy planning program that you can and then be here to answer questions or help you make changes in that program as life goes on. Click here for the Private Foundation Brochure.

Risk Assessment: