Elevate Your Financial Future With Expert Guidance

Finance Equity Settlement provides premium financial services to help you build, protect, and grow your wealth with confidence and security.

Financial Planning
About Us

Redefining Wealth Management

Finance Equity Settlement is a premier financial advisory firm dedicated to helping high-net-worth individuals and families achieve their financial aspirations through personalized strategies and expert guidance.

Our team of seasoned financial experts combines decades of industry experience with innovative approaches to wealth management, ensuring our clients receive the most comprehensive and effective financial solutions.

15+

Years Experience

$2.5B+

Assets Managed

9500+

Happy Clients

Our Premium Services

Comprehensive financial solutions tailored to your unique needs and goals

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Personal Loan

Flexible personal loans to meet your financial needs with easy repayment options and competitive interest rates.

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Home/Mortgage Loan

Affordable home and mortgage loans to help you buy, build, or renovate your dream home with customized plans.

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Auto Loan

Drive home your dream car with our easy and quick auto loan solutions, featuring low interest rates and flexible terms.

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Business Loan

Empowering businesses with loans for expansion, working capital, or equipment purchase with hassle-free processing.

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Education Loan

Support your educational aspirations with flexible education loans covering tuition, accommodation, and more.

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Gold Loan

Quick and secure gold loans against your jewelry at attractive interest rates with minimal documentation.

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Debt Consolidation

Simplify your finances by consolidating multiple debts into a single loan with manageable repayments.

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Credit Card

Choose from a variety of credit cards offering rewards, cashback, and exclusive benefits tailored to your lifestyle.

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Master Card

Experience global acceptance, secure transactions, and premium privileges with our MasterCard options.

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Health Insurance

Comprehensive health insurance plans to protect you and your family against medical expenses with cashless hospital coverage.

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Home/Mortgage Insurance

Secure your home and mortgage investment with insurance plans covering damage, theft, and natural disasters.

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Auto Insurance

Protect your vehicle against accidents, theft, and third-party liabilities with flexible auto insurance policies.

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Life Insurance

Ensure your familyโ€™s financial security with life insurance plans that offer savings, protection, and peace of mind.

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Travel Insurance

Travel with confidence with insurance coverage for trip cancellations, medical emergencies, and lost baggage.

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Home Warranty

Protect your home appliances and systems with a home warranty plan that covers repair and replacement costs.

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Wealth Management

Comprehensive strategies to grow and protect your assets through diversified investment portfolios and risk management.

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Investment Consulting

Expert guidance to optimize your investment decisions, align them with your financial goals, and maximize returns.

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Gold Investment

Secure your wealth with gold investment options that offer stability, liquidity, and long-term growth potential.

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Mutual Fund Investment

Diversify your portfolio with mutual funds, managed by professionals, to achieve balanced growth and risk mitigation.

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Retirement Planning

Plan for a comfortable future with retirement strategies that ensure financial independence and peace of mind.

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Estate Planning

Protect and transfer your wealth efficiently with estate planning strategies, wills, and trusts tailored to your needs.

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Stocks Investment

Invest in stocks with informed strategies to grow your capital while managing market risks effectively.

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Digital Currency Investment

Explore opportunities in Digital Currency and digital assets with expert guidance and risk-aware strategies.

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Tax Optimization

Maximize your returns and reduce liabilities with tax-efficient strategies tailored to your income and investments.

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Credit Score Boost

Improve your creditworthiness with personalized strategies to enhance your credit score and financial profile.

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Tax Planning

Optimize your tax liabilities with smart planning strategies that maximize savings and ensure compliance.

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Debt Management

Consolidate and manage debts effectively to reduce interest burden and achieve financial stability.

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Cash Flow Management

Monitor and optimize your cash flow to ensure liquidity, timely payments, and sustainable financial health.

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Budget Planning

Create practical budgets that align with your income, expenses, and financial goals for effective money management.

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Business Consulting

Get expert advice on business strategy, operations, and growth to enhance efficiency and profitability.

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Why Finance Equity Settlement Stands Out

Experience the difference of working with a truly client-focused financial partner

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Bespoke Strategies

Every financial plan is custom-tailored to your specific goals, risk tolerance, and financial situation.

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Maximum Security

State-of-the-art security measures to protect your assets and personal information at all times.

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Proven Performance

Consistent track record of delivering above-market returns while managing risk effectively.

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White-Glove Service

Dedicated relationship managers providing personalized attention and proactive guidance.

Frequently Asked Questions

Get answers to common questions about our services and processes

What minimum investment do you require? +

We work with clients across various wealth levels, but our premium services typically require a minimum investment of $500,000. However, we offer tailored solutions for different financial situations and would be happy to discuss options that work for you.

How do you charge for your services? +

Our fee structure is transparent and based on assets under management, typically ranging from 0.5% to 1.5% annually. For specialized services like estate planning or investment banking, we may charge fixed fees or performance-based compensation, which we'll discuss in detail during our initial consultation.

How often will I receive portfolio updates? +

You'll receive comprehensive quarterly performance reports and have access to a secure online portal for real-time portfolio monitoring. Additionally, your dedicated relationship manager will schedule regular check-ins (monthly or quarterly based on your preference) to discuss performance, strategy adjustments, and answer any questions.

Begin Your Wealth Journey

Schedule a confidential consultation with our financial experts

Let's Build Your Legacy Together

Take the first step toward financial empowerment. Our team is ready to understand your goals and create a personalized roadmap to achieve them.

๐Ÿ“ 183 New Street, Coos Bay, OR 97420
๐Ÿ“ž +1 (541) 269-5319
โœ‰๏ธ contact@financeequitysettlement.com