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Advyzon Client Portal
Schwab Alliance

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Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name Equila Financial. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indexes are not available for direct investment. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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Ann J. Shubert, CFP®, MBA is a Financial Advisor and Owner of Equila Financial, LLC.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

Advyzon Client Portal
Schwab Alliance

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