Services

Financial Planning

Collaborate with our expert to develop a personalized financial roadmap. We'll help you set and achieve your financial goals, whether it's accumulating wealth for retirement or ensuring your retirement income does not run out before you do.

Risk Management

We help prosperous young families comprehend the potential threats to their quality of life and future retirement due to career-ending accidents, illnesses, or unexpected deaths. We deploy techniques to help ensure a stable income and financial confidence.

Estate Planning

We work with you to understand the potential threats to your wealth at death, including taxes, creditors, lawsuits, and family dynamics. We use advanced techniques to help protect your wealth, and help ensure it is distributed efficiently to your future generations and charitable causes.

Wealth Preservation

Economic conditions can be unpredictable. We'll help protect your wealth from market fluctuations to ensure it is not depleted during your lifetime, and we'll continuously monitor and adjust your financial strategy to adapt to changing circumstances.

Retirement Planning

At Standard Equity, we believe that financial clarity and confidence are essential at every stage of life. With our expertise in financial risk management for seniors, we aim to provide you with the confidence and assurance that your wealth and legacy are in capable hands.

Risk Management

Extended illnesses like strokes or Alzheimer's can be emotionally and financially draining. We'll work with you to assess the potential financial implications and help you prepare for this substantial financial liability.

Tax Strategy

Although not for everyone, today’s sophisticated annuity products can provide tax-favored market participation with much lower risk, and guarantee income that will never run out. For uninsurable individuals, guaranteed death benefits can be very attractive. By analyzing your asset portfolio, we can assess and devise a strategy that works for you.

Wealth Transfer

You can’t take it with you. When you have a goal to leave a legacy to members of your family or when your estate value exceeds your needs in your lifetime, you need specialized planning. Without proper planning, the bounty of your life’s work can be decimated by taxes, bad actors, creditors and more.

Succession Planning

Businesses can face significant losses due to the death or disability of a key employee. We conduct thorough assessments and provide recommendations to help ensure the business not only survives such losses, but also achieves the fair distribution of shareholder value to the affected owner's family.

Core Employee Benefits

Finding and retaining talented employees can be a challenge. By providing a comprehensive benefits package, you can remain competitive in the job market and draw the right individuals to your organization. Let us assist you in developing a tailored benefits strategy for your business and navigate you through the implementation process.

Executive Benefits

You’ve found the people that drive your business forward, but if they aren’t rewarded, they may take their talent elsewhere. Through competitive executive benefits and compensation plans, you’ll give your key employees the incentive to stay and grow within your company.

Retirement Plans for Solo Practitioners

Successful solo practitioners are able to shelter hundreds of thousands of dollars from taxes in sophisticated retirement plans. Furthermore, you may be able to pay for life insurance inside the plan using pre-tax dollars, resulting in huge savings. Let us show you how to strategically defer this tax burden.

Discover the Standard Equity Difference

Experience the difference of working with a financial partner who cares about your success. Contact us today, and let's begin your journey toward financial security and prosperity.