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