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
Key Employee Benefits
Business Continuation/Buy-Sell Planning
Estate Planning Strategies
Charitable Giving Strategies
Disability Income Insurance
Long Term Care 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.
Profit Sharing Plans
Defined Benefit Plans
Fully Insured 412(e)(3) Plans
Cash Balance Plans
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.
firstname.lastname@example.org | (410) 527-1292