CONFIDENTLY PURSUE YOUR VISION OF THE FUTURE.

FOCUS ON THE BIG PICTURE

“Our mission is to provide objective and professional financial planning services to help you pursue the future you envision.” – Marc S. Schliefer, CFP®

FOR MORE THAN 50 YEARS, the professionals at Equity Planning Inc. have been helping affluent individuals, families, professionals and business owners pursue long-term financial resilience. We work with you to establish a strategic financial plan that will bend, not break, when life happens.

To accomplish our mission and enable us to craft long-term strategies that address your unique goals, we take a macro, or big-picture, view of your financial situation. After listening carefully to gain a clear understanding of your objectives, we tailor a comprehensive array of planning services and wealth management strategies to help you get where you want to go. Along the way, we build our relationship with you based on open communication, education, and mutual trust.

We treat our clients like family, placing your needs above our own, and we aspire to be the most important relationship in your financial life.

YOUR VISION. OUR GUIDANCE.

Navigating through the maze of financial choices available can be overwhelming. The experienced team at Equity Planning Inc. is here to help you clarify your options, manage your wealth, and simplify your life, freeing you to focus on what is most important to you. To help you move toward financial independence, we offer the following services:

• Comprehensive Financial Planning and Consulting • Wealth Management • Retirement Planning • Insurance Planning• Risk Management • Tax Planning• Education Planning • Life Transition Planning • Estate Planning • Strategic Business Planning

To help ensure you are making sensible decisions aligned with your objectives, we coordinate annual or as-needed meetings and encourage communication with all of your financial professionals, such as CPAs and attorneys. Our goal is to be an integral part of your network of advisors.

OUR CLIENT-CENTRIC PROCESS, FOCUSED ON YOU

From an aerial view, we take a snapshot of your current overall financial picture. This comprehensive approach allows us not only to spot deficiencies in your current plan and pitfalls to avoid, but also to prioritize any resulting recommendations. We work closely with you to design, implement, and monitor a strategy that reflects your specific investment goals and tolerance for risk, following our strategic process:

1. Set goals and establish the scope of the relationship

2. Gather relevant quantitative and qualitative data

3. Analyze the information from a variety of financial perspectives

4. Construct a financial plan, communicate it to you, and obtain feedback

5. Implement any necessary actionable items

6. Monitor the implementation and review/amend the plan as needed

Because life planning is a process, not a one-time event, we stay in touch with you regularly to respond to any challenges or changes to your priorities or circumstances. We also help you take advantage of opportunities as the markets fluctuate or your financial needs evolve.

These core values guide us as we help you move toward your financial goals:

• If it is important to you, it is important to us!

• We place your needs above our own.

• We listen.

• We strive to build and maintain a trusting relationship with you.

• We are energetic, positive, excited, and willing to go the extra mile.

• We have integrity; we do the right thing even when no one else would know the difference.

• We take the time to educate our clients.

• We continually seek professional development.

• We follow the CFP® Code of Ethics.

7910 Woodmont AvenueSuite 900Bethesda, MD 20814

P: 301.652.8702F: 301.652.9066

www.equityplanning.com

Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and Equity Planning Inc. are separate entities from LPL Financial.

THE STRENGTH OF OUR STRATEGIC PARTNERSHIPS

Equity Planning Inc. is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with unbiased research and a comprehensive array of tools, resources, and technology. Because LPL Financial has no proprietary products, we have the freedom to offer you truly objective financial guidance and investment recommendations.

*As reported by Financial Planning magazine, June 1996–2012, based on total revenue.

We are backed by the full resources of U.S. Financial Advisors (USFA), an SEC Registered Investment Advisor based in Braintree, Massachusetts. Through its wealth management firm, U.S. Wealth Management, we have direct access to a broad range of investment strategists. With a full array of resources to draw upon, we can help to better ensure that we make the most appropriate investment recommendations that are customized to your unique circumstances. Through this strategic affiliation, our valued clients can expect:

• Wealth management strategies• Greater transparency and reduced client fees• Enhanced access to investment research• An investment committee composed of knowledgeable financial analysts

For more information on U.S. Wealth Management, please visit www.uswealthmanagement.com

The financial professionals at Equity Planning Inc. always put your interests first. We welcome the opportunity to speak with you about your financial goals and how we can help you pursue them. Please contact us to schedule a no-obligation consultation and discover the value of our experience, unbiased advice, and personal service.