Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 100 E Campus View Blvd, Suite 125, Columbus, OH 43235. National Financial Resources is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/D
ealer and Registered Investment Adviser affiliate of NLIC. is the founder and President of National Financial Resources. He holds two designations from the American College as a Chartered Financial Consultant and a Certified Life Underwriter. He is a member in good standing of the Society of Financial Service Professionals. He has over 30 years experience in financial planning. Duane Lipps is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Ohio, Florida, Georgia, Iowa, Louisiana, Pennsylvania, South Carolina and Virginia. Duane is insurance licensed in Ohio, Georgia, Illinois, Michigan, Missouri, North Carolina, Pennsylvania, and Virginia. Todd (Duane Lipps, Jr.) is Vice President of National Financial Resources and joined the firm in April of 2014. He is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Ohio, Florida, Georgia, Iowa, Louisiana, North Carolina, Pennsylvania, South Carolina, Virginia and West Virginia. He is also insurance licensed in Ohio. Janet is Vice President of National Financial Resources and has been with the firm since 1996. She is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Ohio. She is also insurance licensed in Ohio. At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
