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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 - 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.

  • 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 representatives do not offer tax and/or legal advice.  Please consult with your tax and/or legal consultants for your particular circumstance