Equity Design Group

Equity Design Group is a comprehensive financial services firm committed to assisting our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry. We are committed to providing: 1. Expertise: A team of knowledgeable professionals and support staff work as a unit to maximize the resources necessary to provide our clients with financial strategies tailored to their specific goals. We use a proven, one-on-one process to identify and analyze these goals. 2. Quality Products: We offer a wide variety of quality products geared towards creating and preserving financial assets. 3. Unparalleled service: "Service that excels" is our trademark. We are dedicated to providing consistent, responsive service that's underscored by our commitment to our client's best financial interests. Financial Services * •Personal Financial Planning •Estate, Retirement, Education, and Investment Planning •Fee-Based Planning •Risk Management and Insurance Planning •Wrap Accounts •Asset Allocation Models Investments ** •Mutual Funds •Unit Investment Trusts •529 Plans •Variable Annuities & Life Insurance •Stock & Bond Brokerage through qualified, registered representatives -Listed Securities -Over the Counter Issues -Corporate Bonds - Municipal Bonds -Government Bonds and Bills -Certificates of Deposit