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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage? Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72. Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
Services
Founder and President of Equity Financial Group, Joe Armstrong Sr. is an Oklahoma native, born and raised in Tulsa.
Joe attended Tulsa Central High School, and continued his education at the University of Tulsa prior to joining the United States Air Force during the Vietnam War.
Shortly after discharge he obtained his insurance licensing and began assisting clients throughout Oklahoma, Texas, and Kansas in growing and conserving the value of their estates.
Working in and around the financial industry for over 50 years, Joe credits the longevity of his career to hard work, honesty, and his focus on embracing adversity.
Joe attended Tulsa Central High School, and continued his education at the University of Tulsa prior to joining the United States Air Force during the Vietnam War.
Shortly after discharge he obtained his insurance licensing and began assisting clients throughout Oklahoma, Texas, and Kansas in growing and conserving the value of their estates.
Working in and around the financial industry for over 50 years, Joe credits the longevity of his career to hard work, honesty, and his focus on embracing adversity.
Equity Financial Group, along with its subsidiaries: American Trust Service and The Armstrong Agency, has provided specialized knowledge and personalized service to individuals and families for over 50 years.
We specialize in asset and estate preservation, investment advice, and retirement income and accumulation, including qualified rollovers.
Established in 1969, we are an independent and family owned company, based out of Enid, OK.
With three generations currently active at our firm, we have developed a tight-knit, family oriented culture at Equity Financial Group.
We specialize in asset and estate preservation, investment advice, and retirement income and accumulation, including qualified rollovers.
Established in 1969, we are an independent and family owned company, based out of Enid, OK.
With three generations currently active at our firm, we have developed a tight-knit, family oriented culture at Equity Financial Group.
Over the course of our lives, one of the primary reasons we work is to accumulate and build wealth.
Whether it is a home, retirement savings, vehicles, land, oil and mineral rights, precious personal possessions, etc. you have worked your whole life to obtain these assets.
Unfortunately, without taking the right steps, these assets you worked so hard for can be put to risk the moment you pass away.
Things like public probate, court-appointed guardians, beneficiary disputes, unclear directives, lost or undefined records, etc. can all lead to massive fees, unexpected costs, and countless hours/days of time spent which cannot be made up for.
Whether it is a home, retirement savings, vehicles, land, oil and mineral rights, precious personal possessions, etc. you have worked your whole life to obtain these assets.
Unfortunately, without taking the right steps, these assets you worked so hard for can be put to risk the moment you pass away.
Things like public probate, court-appointed guardians, beneficiary disputes, unclear directives, lost or undefined records, etc. can all lead to massive fees, unexpected costs, and countless hours/days of time spent which cannot be made up for.
Building a successful relationship starts with understanding you as a person, not a client.
Your values and principles become the most critical elements, as we work together in achieving your goals.
In developing a strong bond with each individual we work with, we continuously provide a transparent environment, allowing for you to see and entrust each step throughout our journey.
At Equity Financial Group, we pride our team on its ability to engage with our clients and listen to their concerns.
Your values and principles become the most critical elements, as we work together in achieving your goals.
In developing a strong bond with each individual we work with, we continuously provide a transparent environment, allowing for you to see and entrust each step throughout our journey.
At Equity Financial Group, we pride our team on its ability to engage with our clients and listen to their concerns.
Over a decade ago, we set out to create a different kind of investment firm - the kind we'd want as clients.
The first prerequisite in doing that involved the ability to offer our clients unfiltered, unbiased recommendations.
Consequently, Redhawk has no special deals or fee-sharing arrangements with broker-dealers, investment companies, or financial institutions - this gives us total freedom to recommend only what is in our client's best interest.
You came first then.
You come first now.
There's plenty of financial "noise" out there.
The first prerequisite in doing that involved the ability to offer our clients unfiltered, unbiased recommendations.
Consequently, Redhawk has no special deals or fee-sharing arrangements with broker-dealers, investment companies, or financial institutions - this gives us total freedom to recommend only what is in our client's best interest.
You came first then.
You come first now.
There's plenty of financial "noise" out there.
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