03/28/2024
New cord of Pecan for the smoking enthusiasts….
Serving North Dallas for more than 30 years. Rollover specialists and we charge no fees.
Located in Plano, Texas, Equiplan Financial Services has provided financial and estate planning services to its’ clients throughout Texas, for almost 35 years
We fully realize that today’s retirees and those in contemplation of their retirement have many more complex issues to address than simply where to invest money
We have seen a significant number of clients who over the years, faced w
03/28/2024
New cord of Pecan for the smoking enthusiasts….
09/24/2021
Today’s free fall doesn’t have to impact your retirement at all. Find out how
Compare 10 year returns from the
S & P 500 OR the Dow against the 10 year returns from Fixed Indexed Annuities - the results will surprise you...
DON’T BE MYOPIC! Recent double digit gains in the market will always have the allure to the myopic investor. “Myopic” investing places emphasis on the significance, for example, of a 1 year S & P gain of 18%-20%. While that may attract the uninformed investor with what they perceive as an opportunity for quick riches, the reality is; over time, which is how you use your money, the “average return“ is where the significance should be placed. In retirement; the average retirement investor lacks one key and critical element to steady long-term growth of their money - time!
DON’T MAKE THE COMMON MISTAKE that so many retirees make - shouldering too much risk on their money while continually draining the pot. Since market based securities are not cash accounts, you are continually redeeming shares of various positions, all at various values which can fluctuate wildly from day to day, month to month and year to year. This creates a phenomenon of EXPONENTIALLY DEPLETING YOUR MONEY by redeeming shares when they are depressed.
Please talk to us about cash-based, guaranteed safety and competitive growth of your retirement dollars, without the risk!
04/30/2013
Guaranteed income for life on your retirement dollars... NO fees, NO stock market risk and NO sacrificing your principal... Call me - 972-475-4416
5 year yields for 100% safe and secure investments, have averaged 9.24% per year! Don't you owe it to yourself to come in and discuss this with me? Do it for yourself, your family AND your future retirement.
Located in Plano, Texas, Equiplan Financial Services has provided financial and estate planning services to its’ clients throughout Texas, for 32 years.
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |