Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


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


Life Insurance

Disability Income Insurance

Long Term Care Insurance

Health Insurance


Long-Term Care and Disability insurance are offered through representatives who are independently contracted with insurers providing such coverages and are neither underwritten nor issued by National Life Insurance Company.

Retirement Planning

Profit Sharing Plans

401(k) Plans

Defined Benefit Plans

Fully Insured 412(e)(3) Plans

Cash Balance Plans

Traditional IRA

Roth IRA


Simple IRA

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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (410) 527-1292