Most financial advisors focus on products. We focus on your life—your business, your income, and your long-term freedom. Our approach is holistic and strategic—covering cash flow, tax planning, investment risk, retirement income, business owner planning, and legacy protection. We act as your quarterback, helping coordinate your entire financial picture so every decision works together, not in isolation. If you want a plan that’s aligned with your values, family, and future (not just your portfolio), you’ll feel at home here.

That’s common. Just like getting a second medical opinion, a financial second opinion helps confirm:

• Whether your current plan is actually working
• If hidden risks or inefficiencies exist
• Whether taxes, income, and protection strategies are aligned

We’re happy to provide an objective review so you can move forward with confidence—whether that’s with us or your current advisor.
 

There’s no specific minimum. We work best with individuals and business owners who are coachable, proactive, and serious about building financial clarity and freedom—whether you’re preparing for retirement, already retired, or growing a business. If you’re willing to engage in the process and make thoughtful decisions, we’re open to helping you.

Nothing. We don’t charge for initial meetings, strategy sessions, or second opinions. If you decide to implement recommendations, we clearly explain any fees or costs before you move forward—so there are no surprises.

Transparency is a core value at Equity 1. We are compensated only if you choose to implement specific solutions, and we fully disclose how we’re paid before any decision is made. Our priority is long-term relationships built on trust—not transactions.

Yes. We operate with a fiduciary mindset—meaning we’re committed to acting in your best interest and recommending strategies aligned with your goals, not commissions.

We specialize in helping:

• Business owners
• Pre-retirees and retirees
• Families seeking tax-efficient income and wealth protection
• High-net-worth individuals who want a “family office” style approach

Many of our clients value faith, family, stewardship, and long-term financial independence.

• Retirement income planning
• Tax-efficient wealth strategies
• Risk management and protection
• Social Security optimization
• Business owner and exit planning
• Legacy and estate coordination

Everything is designed to work together under one clear strategy.

• Dinner Seminars – An in-person introduction to common retirement and tax challenges—and how to avoid costly mistakes. These are educational, low-pressure, and designed to help you understand your options.
• Money School Webinars – Bi-weekly online workshops covering topics like:
• Maximizing Social Security
• Long-Term Care planning
• Investment risk and income strategies

Can’t attend live? Register anyway and we’ll send a replay.

Simple: schedule a conversation.

Your first meeting is about understanding where you are, where you want to go, and whether Equity 1 is the right fit to help you get there.

Yes. Business owners are a core focus of what we do. We help owners align their business, personal finances, tax strategy, and long-term exit planning so everything works together—not in silos. Whether you’re actively growing, preparing for an eventual exit, or already transitioning out, we help you make smarter decisions with both your business and personal wealth.

We take a proactive, strategic approach to taxes. Our Advanced Tax Team helps successful individuals and business owners legally reduce taxes by coordinating income planning, asset positioning, and tax-efficient strategies across every phase of retirement. The goal isn’t just to grow wealth; it’s to help you keep more of what you’ve built and create predictable, after-tax income.

No. We lead with planning and education, not products. Our role is to help you understand your options, the trade-offs, and the long-term impact of each decision. You stay in control. There’s no pressure and no obligation.

As often as needed to build clarity and confidence.