EQUITY PLANNING GROUP

Equity Planning Group, Inc. is a fee based asset management firm. The only investment fees they receive are from their clients. Portfolios are managed using a variety of different assets: money markets, bonds, equities, REIT's, alternative commodities, mutual funds, ETF's, stocks and individual bonds are utilized to achieve your financial goals... Insurance is a key component to any financial plan. Nate and Scott are licensed independent insurance agents. Being independent allows them to provide unbiased counsel which has been the cornerstone of Equity Planning Group, Inc. since it was founded in 1985. With access to multiple insurance carriers, the agents at Equity Planning Group, Inc. are able to identify the most appropriate policies in order to meet their clients' needs... Equity Planning Group, Inc. invests using a value oriented strategy. We are patient investors, not market timers. We believe that a majority of market participants are short term investors, and these..

Also known as: Equity Planning Group, Inc.

Primary location: West Bloomfield United States