Professional Business Resources

Equity Financial Resources, Inc. offers financial services for professionals including physicians, dentists, veterinarians and lawyers.  We develop individualized plans to meet the specific needs of each business. These plans will include goals, budgets and financial forecasts, profit planning, retirement planning, and systems to help implement the plan.  We can also assist with valuation and transitions dependent on the stage of your career.

Tax planning and retirement planning are two main areas that professionals commonly need help developing effective plans.  Equity has been involved with both tax and retirement planning for 30 years.  We will work with you to find a plan that meets your short and long term goals.  Equity has extensive experience working with money management and have many resources available to help finish each unique plan to meet your needs.

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