Products & Services

I provide assistance in the following areas:

Investments

  • Asset Management Services  
  • Brokerage Accounts     
  • Variable Annuity
  • Indexed Annuity
  • Educational IRA

Financial Services

  • Executive/Employee Benefits 
  • Captive Insurance 
  • Premium Financing
  • Non-Qualified Plans
  • Key Employee Benefits  
  • Business Continuation/Buy-Sell Planning
  • College Planning
  • Estate Planning Strategies 
  • Charitable Giving Strategies

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Annuities

Retirement Planning 

  • Profit Sharing Plans
  • 401(k) Plans
  • Defined Benefit Plans
  • Fully Insured 412(e)(3) Plans
  • Cash Balance Plans 
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

Scott M. Levin, CFP® is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and Advisory services offered solely through Equity Services, Inc.