Retirement & Estate Planning Specialists
Equity Development Corporation offers a full range of wealth management and financial planning services for individuals and businesses. To learn more about our firm, what makes us different, and to explore other financial areas in which we provide expertise, select the About tab above.
Rick Wheeler, President
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Five creative (and inexpensive) ideas for motivating your employees.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
To choose a plan, it’s important to ask yourself four key questions.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Five strategies for managing your student debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Making the most of surprises is a great reason to work with us.