Investscape, 7001 Orchard Lake Rd, Ste 120, West Bloomfield, MI 48322, US

Equity Planning Group, Inc. is an independent Registered Investment Advisory (RIA) firm based in West Bloomfield Township, MI. With over 35 years of experience, founder Nate Goldberg, CFP, and his son Scott, provide comprehensive financial planning and risk management services to individuals, retirees, small business owners, and corporations. As an independent firm, they offer unbiased investment advice and insurance solutions, ensuring that all funds are invested without any conflict of interest. Their expertise lies in selecting insurance products from various companies that best suit their clients' needs, providing them with peace of mind. Equity Planning Group, Inc. takes pride in their patient and value-oriented investment strategy, focusing on long-term wealth creation rather than short-term market timing. As fee-based asset managers, they minimize trading costs and taxes while conducting regular client reviews to ensure that financial goals are on track. Additionally, Nate and Scott, both licensed independent insurance agents, offer unbiased counsel and access to multiple insurance carriers, helping clients identify the most appropriate life insurance policies to protect their families from the financial impact of the premature death of a primary breadwinner. Since its establishment in 1985, Equity Planning Group, Inc. has been a trusted source for financial guidance and personalized solutions.Generated from the website