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Your Retirement
Retirement comes with many possibilities. We help you make the most of every opportunity.
Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
Established Family
Families with older children need a wise cash flow management plan..
Protecting Your Family
No financial strategy is complete without a plan to protect loved ones from financial loss.
Retiree
Careful planning can help to ensure a high income level during retirement.
Your Investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Young Family
A wise financial strategy keeps a family on track during all the "growing-up" years.
Starting Out
A good financial strategy is a great foundation for a solid relationship.
Your Child's Education
Few things in life are more rewarding than helping the next generation get a great education.
Running a Business
Running a successful business can be one of life's most rewarding experiences.
Income Tax Planning
Minimizing taxes through carefully planning is a powerful financial strategy.
Single
When life situations change a good financial strategy can help to lower the stress.

Empowering Your Financial Future Together

Welcome to Lori Ives | Equity Associates, where your financial aspirations meet expert guidance and personalized solutions. Our mission is to empower you to navigate the complexities of financial management with confidence and clarity.
With Lori Ives | Equity Associates, you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial plan, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.
Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.
We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.
At Lori Ives | Equity Associates, we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

We’ll work hard to earn your trust. 

We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

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HOW WE HELP

protecting your family.webp

ESTABLISHED FAMILY

You are more experienced now, your bank account is larger, and it is easier to think further ahead. Paying...

your legacy.webp

PROTECTING YOUR FAMILY

Without barely a moment’s thought, you would protect your family from an immediate threat. But would you...

your retirement.webp

YOUR INVESTMENTS

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your...

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