Our Services

Our Services

We serve individuals and businesses in all areas of financial planning, including:

• Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

• 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.


• Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

• Estate planning - Helping with beneficiary designations. Coordinating with your legal advisors to review your wills and trusts, along with your tax advisors to help reduce exposure to estate taxes and probate costs.


• Tax management - Looking for ways to reduce your current and future tax burden. Equitable Advisors does not provide tax or legal advice.  Please consult your tax and/or legal advisor regarding your particular circumstances.