“This is a great investing team who consistently (in my experience) has beaten the market average. Your money is safe with them. They’ll walk you through the process and explain their choices. Couldn’t ask for anything more.“
“Best in the business....Honest and always helpful in all aspects of finance. Extremely knowledgeable. They have my business indefinitely!“
“I worked with Benjamin Green to update my life insurance policy. What I really enjoyed about working with Ben was his desire to learn as much as possible about my background. This allowed Ben provide product options that made the most sense for my family. After he learned about my background he performed a detailed analysis and he gave me the time (without pressure) to decide. I would highly recommend Ben for his life planning services.“
“My wife and I worked with Patrick Ortman to get our finances in order before purchasing a home. Patrick was extremely responsive and very flexible finding a time for an in person meeting.“
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“Recommend Equity Planning, have been using them over ten years. Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.“