Our Services
Wealth Protection & Growth
If your income stopped today, would your family be secure? If you want your money to work for
you instead of just covering expenses, you need a strategy designed to protect, grow, and
leverage your wealth.
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Life insurance solutions that go beyond basic coverage to create generational wealth
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Annuities that provide long-term financial stability
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Strategies to “be your own bank” and take control of your finances
Who this is for: Families, professionals, and individuals who want to build financial
security while preparing for life’s uncertainties.
Estate & Legacy Planning
You’ve worked hard to build your wealth—but what happens to it when you’re gone?
Without a plan, your assets may not go where you intended, and your family may face unnecessary
financial burdens.
● Legacy planning that protects your wealth for generations
● Estate strategies to ensure your loved ones inherit what you’ve built
● Trust and beneficiary solutions that align with your values
Who this is for: Parents, homeowners, business owners, and those looking to leave a financial legacy without complications.
Tax-Smart Planning
You work hard for your money—why give more of it away than necessary?
Without a smart tax strategy, you could be leaving money on the table every year.
● Proactive planning to reduce tax burdens now and in the future
● Strategies to keep more of your earnings without IRS surprises
● Tax-efficient wealth-building solutions to help you grow your money without overpaying
Who this is for: High-income earners, business owners, and individuals looking to maximize their savings and minimize tax liabilities.
Business & Entrepreneurial Solutions
Running a business is already hard—your finances shouldn’t make it harder. Without a solid
financial plan, you could be exposing yourself to unnecessary risks and missing out on wealth-
building opportunities.
● Strategies to separate and protect your personal and business finances
● Tax-advantaged planning to keep more of your hard-earned revenue
● Insurance solutions to safeguard your business and employees
Who this is for: Entrepreneurs, small business owners, and self-employed professionals who need a clearer, smarter way to manage their business finances.
Your Wealth, Your Future—Built on a Solid Foundation
At Everett Equation Wealth Solutions, we know that financial stress comes from uncertainty—not knowing if you’re protected, if you’re maximizing your money, or if you’re making the right moves for your future. That’s where we come in.
Many of our clients come to us with questions like:
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Am I doing enough to secure my family’s future?
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What happens if I face a financial emergency?
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How can I grow my wealth without taking unnecessary risks?
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Am I overpaying in taxes when I don’t have to?
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How do I make sure my business finances don’t hold me back?
We believe financial security starts with a strategy that fits your life—not a one-size-fits-all
approach. We take the time to identify your personal wealth gap and build a plan that closes it.