independent financial solutions

As an Equity Concepts North client, your Wealth Manager can access an almost unlimited array of strategies, investments and products to help you fulfill your goals. Our job is to coordinate with your team of professional advisors to integrate and coordinate the necessary investments and solutions for your financial plan.

Equity Concepts North Strategies
  • Compound Tax Strategy™
  • Qualified Plan Strategy™
  • Retirement Myth™
  • Mortgage Strategy™

General Planning
  • Budget Management and Cash Flow Analysis
  • College Planning
  • Retirement Planning
  • Tax Planning Strategies
  • 72t Planning
  • Alternative Investments
  • Life Settlements
  • Required Minimum Distribution (RMD) Planning
  • Estate Planning
  • Charitable Giving Strategies

Business Planning
  • Budget Management and Cash Flow Analysis
  • Buy Sell Funding
  • Business Succession Planning
  • Key Person Insurance
  • Retirement Plan Design and Administration

Securities
  • Money Markets
  • 529 College Savings Plans
  • Coverdale IRA’s
  • Uniform Gifts to Minors Act (UGMA) Accounts
  • Uniform Transfers to Minors Act (UTMA) Accounts
  • Mutual Funds
  • Stocks
  • Bonds
  • Brokerage Accounts
  • Institutional Money Management
  • Fixed Annuities
  • Variable Annuities
  • Exchange Traded Funds
  • Privately Managed Accounts

Insurance
  • Term
  • Whole Life
  • Disability
  • Long-Term Care

Qualified Retirement Plans
  • 401k Plans
  • 403b Plans
  • 412i Plans
  • Traditional and Roth IRA’s
  • SEP IRA’s
  • Simple IRA’s
  • KEOGH’s
  • Profit Sharing Plans
  • Retirement Plan Rollovers

 
 

8 Sheraton Drive • Altoona, PA 16601
Phone: (814)940-8322 Toll Free: (888)735-8037 Fax: (814)940-8323 Email: info@equitynorth.com

Securities Offered Through QA3 Financial Corp., Member FINRA/SIPC
Advisory Services Offered Through QA3 Financial, LLC, A SEC Registered Investment Advisor. Equity Concepts North and QA3 Financial Corp are not affiliated companies.
This site has been published for residents of AR, CO, FL, MD, MN, NY, PA, and VA. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular strategy.