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Who We Serve

Pre-Retirees and Retirees Specializing in Helping Baby Boomers

This is one of the fastest growing populations possessing some of the most challenging financial issues. 10,000 baby boomers turn 65 every day according to Transamerica Center for retirement studies. This group faces many difficult financial hurdles like; Social Security benefit reductions, rising medical costs, insufficient Long Term Care benefits, decreasing Pension benefits, low Inflation/Yields…. We have created custom retirement strategies addressing the Baby Boomer issues outlined above so they can enjoy a retirement lifestyle they deserve.


Our areas of focus include:

  • Capitol Advisory for High Net Worth Individuals and Families - working to minimize taxes in retirement and maximize wealth transfer
  • Small Business Owners - business executive and employee benefits
  • Asset Accumulation - preservation of assets and transfer of capital
  • Special Needs Strategies - strategic alliances with attorneys for planning and trust purposes
  • CPA and Attorney Alliances - working to help build our partners business practices
  • Police Officers and First Responders - protecting those who protect us on a daily basis

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.