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RE: Retirement Saving for College 101 The Latte Lie and Other Myths

Our Services

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Client Centered

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Our Team

Tara Showalter JD*, CFP®, CRPC

President

With over 15 years of experience in the financial industry, Tara is a comprehensive financial advisor focusing on a consultative approach to financial planning. She works collaboratively with CPAs, attorneys and the other professionals...

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Casey Twisdale

Office/Compliance Manager

Casey Twisdale is insurance licensed in the following states: Florida
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Steve Betesh

Registered Representative, Equity Services, Inc.

Steven Betesh is insurance licensed in the following states: Florida

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Tiffany Dodson

Registered Representative, Equity Services, Inc.

Tiffany Dodson is a Registered Representative of Equity Services, Inc. and offers securities in the following states: Florida Tiffany Dodson is insurance licensed in the following states: Florida, Georgia, Kansas, Missouri

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Bruce Johnson, LUTCF

Registered Representative, Equity Services, Inc.

Bruce Johnson is a Registered Representative of Equity Services, Inc. and offers securities in the following states: Florida Bruce Johnson is insurance licensed in the following states: Florida

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Paul McMullan

Financial Professional

Paul Mc Mullan is insurance licensed in the following states: Florida

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Sadia Sindhu

Registered Representative, Equity Services, Inc.

Sadia Sindhu is a Registered Representative of Equity Services, Inc. and offers securities in the following states: Florida Sadia Sindhu is insurance licensed in the following states: Florida

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Rob Mullinax

Registered Representative, Equity Services, Inc.

Rob Mullinax is a Registered Representative of Equity Services, Inc. and offers securities in the following states: Florida Rob Mullinax is insurance licensed in the following states: Florida

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Patty Morris

Managing Director

Patricia Morris is insurance licensed in the following states: Georgia

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April Murdaugh

Financial Professional

April Murdaugh is insurance licensed in the following states: Florida

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Briana Tremble

Investment Adviser Representative, Equity Services, Inc.

Briana Tremble is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Florida Briana Tremble is insurance licensed in the following states: Florida

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Scott Schless

Registered Representative, Equity Services, Inc.

Scott Schless is a Registered Representative of Equity Services, Inc. and offers securities in the following states: Florida Scott Schless is insurance licensed in the following states: Florida

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