Whether it's protecting your
family's financial well being, or
figuring out how to send your kids
to college we can help you get the
most value for your money. We
can help you obtain:
World class investment managers
Health insurance
Vision and Dental insurance
Life insurance
Disability and Long term care
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We offer a complete line of
insurance and financial products:
Key man & Deferred compensation
Life insurance & Long-term care
Group Health and Disability
Health Savings (HSA) &
Flexible Spending (FSA) Accounts, 401k
We represent all the major carriers
which means that we can bring you
plans that fit your needs as well as
your budget
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When you work with
Estate
Equities, you will benefit from decades of experience as well as a personalized approach to YOUR retirement planning. We are well equipped to help you obtain:
World class investment managers
Retirement Plans-
401k, 403b, IRA, Roth & SEP IRA
Annuities
401k and IRA rollovers
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At Estate Equities, we are familiar with more than a dozen different
ways to impact charity without an
equal and opposite negative impact
on your financial life. We are well equipped to work with your
attorney, CPA, gift planner, and/or charity to help you impact your
world for the better.
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Term life insurance rates have been falling due to an increase in the average person's life span. You may be paying too much for your current term life insurance coverage.
It is very simple and quick to see if we can save you money.
It is important to review all your insurance policies on a periodic basis; especially a policy that you have owned for quite some time. Insurance products have changed over the
years so you can potentially save money or get more for your money. We would be happy to provide you with a FREE, no obligation, insurance policy review.
Are you not satisfied with your current broker? Don’t have a broker? We can take over as Broker of Record – at no cost to you.
