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Our Six-Step Financial Planning Process

Financial planning is a process that creates a roadmap for your financial future, enabling 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 Invstment 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.

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