EQUITY FINANCIAL GROUP
Experts Who Protect.
We have partnered with a Fortune 500 company that helps families get affordable insurance protection, get out of debt, and invest for the future. Teaching real people how to become financially independent at a price they can afford.
We Help Families Focus On Living
We believe that term insurance is the best way to protect working families..
To help families better understand their personal finances, we offer the Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for each individual family.
A mutual fund is an opportunity for you, together with many other investors, to pool your money. Professional money managers invest the “pool” according to the investment objective adopted by the fund. With as little as $50 each month, you can start an investment program.
IN AN INSTANT...
The two cars collided, sending one careening over the guardrail and into the canal.The client was trying to get home in the driving rain. While merging onto the interstate his car collided with another. Spinning out of control, he then flipped over both the guardrail and a six-foot, chain-link fence. Rescue workers could not reach him until he had spent 20 minutes submerged in the water. This husband and father's untimely death could have left his grieving widow in financial hardship. Fortunately, his insurance representative had recently replaced $150,000 in cash value life insurance with $500,000 in term coverage.
Insured Male, age 49
Cause of Death Motor Vehicle Accident
Survived By Wife and two children
Death Benefit Before $150,000
Death Benefit After $500,000
Here's an overview of the FNA's five basic sections and the information you'll receive from each:
Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.
Provides a detailed analysis of how much money you need to prepare for retirement.
Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses.
Offers a variety of strategies to ensure your family's financial future should you die prematurely.
Building Your Financial Future
Pulls all your information together by outlining specific steps to put your plan into action.
Qualified Business Retirement Programs
Individual 401(k) Plans
Supplemental retirement plans to the public sector and 501(c)(3) nonprofit organizations.
These retirement plans provide a tax-deferred way to help employees build retirement assets in addition to any pension plan currently offered by an organization.
Retirement Plan Solutions for Governmental and Nonprofit Organizations