Services

Cash Flow Services

Equitas Group specializes in a variety of cash flow services to support other aspects of your financial life.

Cash flow supports everyone’s ability to live fearlessly. Without proper planning, most likely there will never be enough to pay for what you need today and to set aside some for what you need tomorrow.

 

Real Estate Services

Buying and selling real estate is among the most powerful investing that average people do. Most buy homes. Some buy as investors. Either way, proper planning is the key.

 

Other Planning Services

He who fails to plan is planning to fail" —Winston Churchill

Many of us have heard this adage from Winston Churchill but few average Americans follow it especially about their money and their estate. An astounding 60% of Americans do not have a will and more than half won’t be ready for retirement.

 

Mindfulness and Money

The Equitas Group Cash Flow Tool

Managing cash flow wisely supports everyone’s ability to live fearlessly. Once you have a clear awareness of your situation the path to your goals becomes clear.