Helping You Pursue True Wealth

True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.

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Forbes Best-In-State Wealth Advisors:
Marc Schliefer (2022, 2023, 2024)

How Can We Help?

At Equity Planning, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.

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SET MY FAMILY UP FOR SUCCESS

I’m a young professional looking to expand my family, eliminate debt and help grow my wealth.

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ACCUMULATE WEALTH AND PURSUE GOALS

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

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PREPARE FOR RETIREMENT AND BEYOND

Retirement is approaching, and I want to make sure my family has the income we’ll need.

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MAKE THE MOST OF RETIREMENT

I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).

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We Are Your

Coach

We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.

Accountability Partner

One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.

Advocate

We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.

Coach

Accountability Partner

Advocate

Services

What We Do

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

Wealth Management

We help high net worth individuals benefit from a holistic approach in which your advisor coordinates all the services needed to manage your money and plan for you or your family’s needs.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Retirement Planning

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Risk Management

Our team identifies risks that could tremendously impair your financial situation.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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Download a Complimentary Resource

3 Methods to Not Run Out of Money

3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
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3 Methods to Not Run Out of Money
4 Mistakes People Make With Their First Million

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes.
Download Now
4 Mistakes People Make With Their First Million