Financial Planning

As a Certified Financial Planner™, we offer our client comprehensive planning that includes Estate and legacy Planning, Investments, Mortgage, and Debt analysis, Cash flow forecasting, Small business consulting, Personal and Corporate insurance, Taxes, Education, and Retirement.

Planning minimizes your risk:

Financial Planning is important because it provides you with a method of organizing your financial tomorrows for yourself and is planning for the unforeseen while empowering you to have the independence to handle unpredictable events in your life.

Evaluate, plan, manage & Execute:

EquiStar's approach offers a simple framework to evaluate your current financial situation. By gathering all your finances, processing the information you provide, EquiStar is able to make objective recommendations and then implement and monitor them on your behalf. Even if you decide not to use all of our suggestions it is always good to get an opinion from someone who has a broad and experienced financial background.