Broker Check

Bert Livingston

904-296-3300 ext. 5019

Qualified and Non-Qualified Plan Design

Tax exposure has now increased under the latest tax laws for many individuals and businesses.


Now is the time to review or consider a tax-advantaged portfolios and investment strategy.

Creative and legal options to help minimize tax exposure with the goal of maximizing long term growth opportunities are still readily available to those who are eager to plan their future.

 Properly funded, tax-managed investment and savings vehicles

  • 401(k)
  • Cross tested profit-sharing
  • Defined benefit plans, including Section 412(e)(3) high deductible plans.
  • Simple, ROTH, SEP, and IRAs
  • Cash Balance

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.