Our Support Packages
We believe that financial advice is more than just a one-time transaction; it's an ongoing partnership.
Our dedication is to keep you on course toward achieving your life goals, offering tailored guidance every step of the way. With a foundation of trust and expertise, we're committed to forging a lasting relationship that empowers you to navigate life's finances with confidence and clarity.
The Life Goals Navigator is a comprehensive financial planning package designed exclusively for families. This package is your compass, your financial confidant, and your strategic partner. It's your key to peace of mind, knowing you're on the right path to meet your life goals.
* starting from $1,860 per year
This package is all about providing you with stress-free retirement solutions with transparent, flat-fee services. Your golden years should be just that—golden. Let us take the complexity out of retirement planning, so you can focus on enjoying the life you've worked so hard for.
* starting from $1,860 per year
Already a client of Equitem’s?
If you are an existing client paying a fee for our ongoing services, please contact us to see if you qualify for cost savings through our new and enhanced service packages.
Alternatively, if you are interested in upgrading to one of our new packages from an older one, please reach out to discuss your current situation.
*Please note that eligibility depends on the information we have on file and our ability to deliver the specified services with that information. If no previous strategic advice has been completed, a new advice process may be necessary before signing up for the new packages. This new advice is subject to a one-time advice fee.
“Planning for your financial future is a journey, and we’re here to guide you every step of the way. Your story is unique and ever-evolving, and our goal is to make sure your financial plan evolves with it.”
— Equitem Financial Services
