Our Services
We serve individuals and businesses in all areas of financial strategies, including:
• Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably before and during retirement.
• Tax management - Making sure you don't pay a penny more than the law requires. Looking for ways to minimize your current and future tax burden.
• Estate planning* - Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
• Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the appropriate policy for your situation.
• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
• Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
*Estate Plans are funded through the use of life insurance and other financial products.
Equitable Advisors and its representative do not offer tax and/or legal advice. Please consult with your tax and/or legal consultants for your particular circumstance