Financial Planning

Strategy. Clarity. Inspiration.

A coordinated approach to your financial life—where every decision is made with your goals, your values, and your full picture in mind.

A Team Approach

Your plan is shaped by a team of credentialed professionals—CPAs, CFP® professionals, and an investment committee—working together, not in silos.

That collaboration allows us to evaluate decisions from every angle and build a strategy designed to hold up in the real world.

Meet our team

Specialists on Your Team

CFP® Certified Financial Planner

Canon Hickman, CFP®
Shannon Carter, MBA, CFP®
William Saunders, CFP®
Alex Paoletto, CFP®

DoR Director of Research

Alex Thompson

CPA Certified Public Accountant

Angela Pound, CPA
Jinette Chiappetta, CPA

CIO Chief Investment Officer

Andrew Walker

Planning That
Reflects More Than
Numbers

We don’t start with spreadsheets—we start with what matters to you. From family and lifestyle to legacy and philanthropy, your plan is designed to support the life you want to live and the impact you want to make.

Equity Concepts team meeting with client

How We Can Help

Reducing complexity and uncovering opportunities through proactive, integrated tax planning.

Build a Clear Path Forward

We organize your full financial picture and map out a plan that aligns with your goals, values, and timeline.

Retirement timing & income planning
Social Security optimization
Account organization & consolidation
Scenario modeling & stress testing

Informed, Timely Decisions

We help you think ahead— bringing our expertise to the table so major decisions are structured, not reactive.

Liquidity event planning
Concentrated position strategy
Business transition alignment
Major life event planning (retirement, inheritance, divorce, loss)

Long-Term Strategy

Your plan isn’t static. We continuously adjust to keep everything working together over time.

Cash flow & income strategy
Tax-aware distribution planning
Risk evaluation (life, disability, liability, long-term care)
Ongoing reviews & adjustments

Integrated Advice

Planning, investments, and tax strategy—working together.

Investments

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Tax Services

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Start the Conversation

If you’re looking for thoughtful coordination across strategic planning, investments, and tax, we’d welcome the opportunity to connect.

Request a consultation