FAQ
FAQ
Your Inquiries Resolved - Our Commitment to Clarity
Explore our FAQ section for comprehensive answers, ensuring clarity and satisfaction in resolving your queries. Your peace of mind matters to us.
EquiMinions stands out due to our personalized approach to financial planning, our commitment to transparency, and our team of experienced advisors who prioritize our client's financial well-being above all else.
We take a comprehensive approach to financial planning, starting with a thorough assessment of each client's goals, risk tolerance, and financial situation. We then develop customized strategies to help them achieve their objectives.
Yes, EquiMinions is a registered investment advisor (RIA), which means we are held to fiduciary standards, requiring us to always act in our client's best interests.
Yes, EquiMinions offers socially responsible investment (SRI) options for clients who prioritize environmental, social, and governance (ESG) factors in their investment decisions.
Absolutely, retirement planning is one of our core services. We help clients set retirement goals, analyze their current financial situation, and develop strategies to achieve a comfortable retirement.
EquiMinions offers a range of insurance services including life insurance, disability insurance, long-term care insurance, and annuities to help clients protect their assets and loved ones.
Yes, EquiMinions assists clients in planning for their children's education expenses by recommending suitable college savings vehicles such as 529 plans and Coverdell Education Savings Accounts (ESAs).
Our advisors hold various industry-recognized credentials such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), demonstrating our expertise and commitment to professionalism.
Yes, EquiMinions provides comprehensive tax planning services to help clients minimize their tax liabilities and maximize their after-tax returns. We work closely with clients' tax professionals to ensure a coordinated approach to their financial planning.
Absolutely, EquiMinions helps clients establish budgets, prioritize financial goals, and develop strategies to manage and reduce debt effectively.
EquiMinions believes in maintaining a long-term perspective and staying disciplined during market fluctuations. We focus on asset allocation, diversification, and periodic rebalancing to help mitigate the impact of volatility on our clients' portfolios.
EquiMinions works with a diverse range of clients including individuals, families, business owners, executives, and retirees who are seeking professional guidance to achieve their financial goals.
Scheduling an initial consultation with EquiMinions is easy! Simply contact us via phone or email, and one of our experienced advisors will be happy to arrange a meeting at your convenience.
