Wealth Coordination Consultants Employee Directory

We apply critical thinking to create strategies that will empower you to help achieve both short and long term goals. Our process both educates and informs. Our goal is to give you an organized view of your entire financial life. As we work together with you, we have the ability to test, monitor and verify that your financial decisions will help bu... ild assets through the accumulation, distribution, and legacy phases. With 20 years of experience, and alignment with strategic partners, we will create a financial structure that adapts to your changing environment. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC. Wealth Coordination Consultants, all other individuals and entities are independent of Equity Services, Inc. unless otherwise noted. 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. National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest (LSW), Addison, TX, and their affiliates. Each company of National Life Group® is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in New York and does not conduct insurance business in New York. TC115814Read More