Equiplan Financial Services

Equiplan Financial Services 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

ith the task of structuring their retirements, rely heavily on professionals with a very narrow focus; that focus being strictly financial or strictly legal. At Equiplan Financial we take a holistic approach - especially as retirement is a "system" not a destination.

New cord of Pecan for the smoking enthusiasts….
03/28/2024

New cord of Pecan for the smoking enthusiasts….

04/13/2023
09/24/2021
08/05/2019

Today’s free fall doesn’t have to impact your retirement at all. Find out how

10/31/2018

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...

09/14/2018

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!

Guaranteed income for life on your retirement dollars... NO fees, NO stock market risk and NO sacrificing your principal...
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

10/25/2011

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.

05/12/2011

Located in Plano, Texas, Equiplan Financial Services has provided financial and estate planning services to its’ clients throughout Texas, for 32 years.

Address

101 E Park Blvd; Suite 867
Plano, TX
75074

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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