Broker Check

Our Services

Our professional specialties encompass the eight areas of financial services that our clients tell us are important to them, their advisor and their families:

  • Life Insurance
  • Trust and Estate Planning Strategies
  • Retirement Plans
  • Investments*
  • Fringe Benefits
  • Disability Income Insurance**
  • Business Continuation
  • Long Term Care**

Commitment to meeting our clients' needs is central to the vitality of our organization. Towards that end, we believe in:

  • Trustworthiness, honesty, integrity and objectivity
  • Serving the needs of others
  • Seeing first to understand, then to be understood
  • Respect for others
  • Open and clear communication
  • Taking pride in ourselves, our company and our industry
  • Personal and professional development
  • Strong work ethics
  • Commitment to value-added relationships

We are a primary resource to other professional advisors in accounting, legal, banking and trust services, and we welcome the opportunity to work together.

*Securities offered solely by Registered Representatives of Equity Services, Inc., Member FINRA/SIPC.

**Long-Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts.  Long-Term Care and disability insurance are not underwritten nor issued by National Life Insurance Company.