What does financial confidence look like to you?
Let us help get you there. We're with you every step of the way.
With a collaborative, discovery-driven approach, we've guided our clients to financial confidence over the years.
Our Puropose
The path to better financial clarity starts with a great conversation.
We want to help people discover what is important to them. We take pleasure in figuring out how to make a difference in people's lives, and build upon that relationship. We enjoy helping our clients discover strategies that can boost their financial well-being, giving them greater confidence.
Our Focus
Financial Planning & Risk Management for Families
As a thriving young family, it's crucial to be prepared for life's uncertainties while working toward your financial goals. At Standard Equity, we specialize in helping growing families navigate these challenges and achieve greater financial confidence.
Retirement Planning & Risk Management for Seniors
As you or your loved ones enter the senior years, it's essential to proactively manage financial risks that could impact your wealth and the well-being of your family. At Standard Equity, we specialize in helping seniors and their families navigate these challenges.
Risk Management & Executive Benefits for Business Owners
At Standard Equity, we recognize the critical role key individuals play in the success of an organization. We offer Shareholder Agreement evaluations, comprehensive financial risk management solutions to mitigate the loss of an owner to death or disability, and strategies to recruit, retain and reward your rockstar employees!
What Clients Say About Us
I met Jeff in 2003 and he’s been a tremendous help to me with my life insurance, investments, and long-term care insurance needs over the years. Read more.
— Elizabeth A. Cates, PhD, Psychologist
Jeff's expertise proved invaluable as he guided me through setting up disability and life insurance. Read more.
— Ed Lin, DO, MBA, Surgeon
Over the last 20 years, Jeff has provided invaluable guidance, and he is now helping my four children. Read more.
— George M. Marovich
Jeff is intelligent, generous with his time and expertise, and a pleasure to work with. Read more.
— Josie A. Alexander
The testimonials presented are made by individuals who are clients of Standard Equity and are applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success.
Discover the Standard Equity Difference
Experience the difference of working with a financial partner who cares about your success. Contact us today, and let's begin your journey toward financial confidence and well-being.