Kabat Equity Group, Inc.

Kabat Equity Group, Inc. As fiduciaries, we develop holistic financial plans for our clients that focus on tax efficiency. Kabat Equity Group, Inc.

serves Brillion, WI, and surrounding communities as well as Ponte Vedra Beach, FL and the greater Jacksonville area. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are te

nets of success at Kabat Equity Group, Inc. Kabat Equity Group, Inc., provides investors custom tailored strategies to meet short and long-term needs.

This Father’s Day, we’re honoring the man, the myth, the jokester — the dad! And what better way to celebrate than with ...
06/13/2025

This Father’s Day, we’re honoring the man, the myth, the jokester — the dad! And what better way to celebrate than with a dad joke of our own:

Q: Why don’t eggs tell jokes?

A: Because they might crack up!

Tag a father or father figure in your life who would definitely tell this joke, and share your best dad joke in the comments!

Happy Father’s Day to the comedians of the family!

This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice to protect our freedom. The...
05/23/2025

This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice to protect our freedom. Their courage and service will never be forgotten.

Please note that our offices will be closed Monday in observance of the holiday.

Wishing you a meaningful Memorial Day.

This Mother’s Day, we’re celebrating the incredible moms who somehow always knew the answers — no Wi-Fi required. They s...
05/11/2025

This Mother’s Day, we’re celebrating the incredible moms who somehow always knew the answers — no Wi-Fi required.

They solved mysteries, handled endless “why” questions, and loved us through it all. 💕

Wishing all the amazing moms out there a day full of love, laughter, and the easiest of questions.

We can’t predict life’s rainy days, but we can plan ahead to weather them. Life insurance isn’t just about protection — ...
04/23/2025

We can’t predict life’s rainy days, but we can plan ahead to weather them. Life insurance isn’t just about protection — it can also serve as a financial tool throughout your life, offering support when times get tough. Let’s help you prepare today so you can face tomorrow with peace of mind.

Contact our team to learn more about your options and start planning ahead!

It’s time for the big question: Are you Team Peeps or Team Cadbury? Around the office, we’re proudly team Peeps. Hop int...
04/18/2025

It’s time for the big question: Are you Team Peeps or Team Cadbury? Around the office, we’re proudly team Peeps. Hop into the comments and let us know your favorite.

No matter your favorite treat, we hope your Easter weekend is filled with laughter, love, and sweet surprises. If there’s anything we can do to help, don’t hesitate to reach out.

Life insurance isn't just a policy; it's a plan for protecting your loved ones and building a strong financial future. T...
04/03/2025

Life insurance isn't just a policy; it's a plan for protecting your loved ones and building a strong financial future. This Financial Literacy Month, we're highlighting some of the key benefits of life insurance. Swipe through to learn more.

Have questions about coverage or interested in exploring your options? Our team is here to help — reach out anytime.

As we mark the St. Patrick’s Day holiday on March 17, it’s the perfect time to offer a reminder that the promise of luck...
03/17/2025

As we mark the St. Patrick’s Day holiday on March 17, it’s the perfect time to offer a reminder that the promise of luck is best left to four-leaf clovers🍀

This is especially true when it comes to your family’s future. Today and every day, we encourage you to protect what matters most with life insurance.

Our team is here to help you build a safety net for your loved ones’ peace of mind and financial security. Ready to get started? Give us a call today.

Reminder: Daylight Saving Time kicks in this Sunday, March 9. If you’re feeling off on Monday, blame it on Daylight Savi...
03/07/2025

Reminder: Daylight Saving Time kicks in this Sunday, March 9. If you’re feeling off on Monday, blame it on Daylight Saving — it’s the perfect excuse for a slow start. And the good news? Brighter evenings are just around the corner!

Comment the correlating emoji below to let us know how you’re feeling about the time change:

🌞 Team: I can’t wait for longer days!

😴 Team: I’m not ready to donate an hour of sleep.

As we spring forward, don’t forget that our team is here if you need anything. Let’s make this season a great one!

Did you know your credit history could play a surprising role in shaping your life insurance premiums? During National C...
03/06/2025

Did you know your credit history could play a surprising role in shaping your life insurance premiums? During National Credit Education Month, we’re shedding light on how credit influences your financial future and what it means for your life insurance options. Swipe through to learn more.

Reach out today for personalized life insurance guidance and support.

Do you know what the HSA and FSA contribution limits are for 2025? If not, we’ve got you covered. Swipe for these limits...
01/29/2025

Do you know what the HSA and FSA contribution limits are for 2025? If not, we’ve got you covered. Swipe for these limits and how much they’re increasing in 2025.

Have questions? Reach out anytime – we’re here to help.

Final expense insurance offers a unique solution for covering end-of-life costs, but it's important to weigh its pros an...
01/16/2025

Final expense insurance offers a unique solution for covering end-of-life costs, but it's important to weigh its pros and cons before deciding if it's the right fit for you. Swipe through for an overview.

Have questions or want more details? We're always here to offer insights!

As we welcome 2025, it’s the ideal moment to reassess your insurance needs and make sure you’re prepared for the year ah...
01/08/2025

As we welcome 2025, it’s the ideal moment to reassess your insurance needs and make sure you’re prepared for the year ahead. With this in mind, we’ve put together an overview of some major life events and the right coverage plans for each. Swipe through to learn more.

Contact our team today to discuss any of these options and ensure you have the right coverage.

Address

10752 Deerwood Park Boulevard , Suite 100
Jacksonville, FL
32256

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 10am - 2pm

Website

Alerts

Be the first to know and let us send you an email when Kabat Equity Group, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category