Aequitas Financial, LLC

Aequitas Financial, LLC offers financial planning and investment management services. Financial planning includes cash flow and debt management, college savings, employee benefit optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Investment management involves creating a portfolio based on a client's investment policy and asset allocation targets. Aequitas Financial primarily advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents.