Equity Planning Institute Inc

Website Links

Description

Equity Planning Institute, Incorporated has been in business since 1963 and our office is located in Bethesda, Maryland. Our president, Marc S. Schliefer, CFP as an Advisory Representative of Lincoln Financial Securities, counsels clients in many aspects of their financial life. He is very familiar with employee benefits and is aware of the special needs of his clients during the current times of uncertainty. He also teaches retirees how to potentially maximize their assets for their retirement years. The three main areas of financial services involve protection, savings and growth, Since 1979, Marc has been using financial strategies which are designed with the goal of providing individuals with: potentially more money, more possible benefits, no extra out of pocket cost, potentially reduced risks and he works to create a strategy to deal with worst case scenarios (death disability and lawsuit.)” At Equity Planning Institute, Inc, our professionals work to more you beyond traditional financial strategies, to utilize the concepts of financial maximization strategy. Our “Triple Maximization Strategy” strives to work for you in areas of maximizing assets, maximization of benefits, and maximizing confidence whenever possible. We are committed to helping you work to potentially maximize income, assets and interests. Securities and Advisory Services offered through Representatives of Lincoln Financial Securities Corporation, member SIPC. Securities are offered to residents of: AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, OH, OK, OR, PA, SC, SD, TX, UT, VA, VI, WA, WI & WV. Advisory Services offered to residents of Maryland. In the state of NY, Insurance may be offered through LFS Marketing & Insurance Agency Corporation. Lincoln Financial Securities Corporation and their representatives do not offer tax or legal advice. You should consult your individual tax or legal professional regarding your individual circumstances. Equity Planning Institute is not affiliated with Lincoln Financial Securities or LFS Marketing & Insurance Agency Corporation.

Fact sheet

Company contacts

Products & services

Similar companies nearby