Equity Planning Institute, Inc. has been in business since 1963 and our office is located in Bethesda, Maryland.

Our president, Marc S. Schliefer, CFP, counsels clients in all aspects of their financial life. He is very familiar with employee benefits and is aware of the special needs of his clients during the current times of uncertainty. He also teaches retirees how to maximize their assets for the good life.

The three main areas involve PROTECTION, SAVINGS AND GROWTH. Since 1979, he has been using a financial consulting process which has the goal to provide individuals with: more money, more benefits, no extra out of pocket cost, reduce risks and create a plan to deal with worst case scenarios (death, disability and lawsuit).

At Equity Planning Institute, Inc. we move you beyond traditional financial strategies, to utilize the concepts of financial maximization strategy. Our Triple Maximization Strategy works hard for you in areas of maximum money, maximum benefits and maximum certainty. We are committed to helping you maximize income, assets and interests.