EQUITY FINANCIAL GROUP

 

Experts Who Protect.

 

SOLUTIONS OVERVIEW

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.

IT'S CLEAR

 

We Help Families Focus On Living

FEATURED SERVICES.

LIFE INSURANCE

We believe that term insurance is the best way to protect working families..

DEBT 
REDUCTION

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.

INVESTMENT
SERVICES

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
 

FINANCIAL NEEDS

Here's an overview of the FNA's five basic sections and the information you'll receive from each: 

Debt Solutions 
Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay. 


Retirement Income 
Provides a detailed analysis of how much money you need to prepare for retirement. 


Education Funding 
Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses. 


Income Protection 
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.

RETIREMENT

Qualified Business Retirement Programs 
401(k) Plans 

Simple IRA 
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 

403(b) Plans 
457(b) Plans

INNOVATIVE.

Enthusiastic.

 

t.

 

GET IN TOUCH.

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