Services

Plan Your Financial Future

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When was the last time you reviewed your finances?

A smart plan for the future considers your needs and lifestyle today, as well as your long-term aspirations. It should reflect your personal goals and help you reach them on your own terms.

Bring us your vision. We'll provide the plan. Together, we'll face the future with courage, strength and wisdom.

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father holding and hugging his young daugther

What would happen to my family financially if I were no longer around?

Life insurance can be a smart addition to any financial plan. It can give you the flexibility to supplement your retirement income, pay long-term care costs, or leave money to your loved ones after you’re gone.

A financial professional can help you personalize a life insurance plan that protects your family and gives you the flexibility to enjoy your life today.

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older couple smiling and embracing
 

How can I maintain my current lifestyle in retirement?

In retirement, you want the freedom to pursue your passions. It’s about feeling empowered to make choices for a meaningful life as you define it and finding fulfillment along the way.

Whether you’re just starting out, juggling the demands of mid-life, transitioning to your next act, or defining your legacy, we can support you. Let us help you define a smart retirement strategy so you can live the life you want.

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young man working on ipad while elevating foot in a cast
 

HOW DO I RETAIN VALUABLE EMPLOYEES AND PLAN FOR MY BUSINESS SUCCESSION?

One of the easiest ways to protect your family, your assets and your health is to enroll in  employee   benefits   through your employer. By selecting the  benefits  that are right for you and your family, you can save on routine costs such as dental and eye exams, and protect against unexpected expenses with  benefits  that provide income when you need it most.

With our powerfully simple  employee   benefits  website, you’ll have the information you need at your fingertips – to learn about, enroll in, and manage your  benefits  online.

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Our promise to clients
Together we will face the future with courage, strength, and wisdom.
Understand your situation

Understand your situation

The most important work we do is getting to know who you are. When we work with people as individuals, not dollars and stats, that’s when we deliver on our mission.

Respect your assets

Respect your assets

There are reasons for the decisions you’ve made so far. We listen, learn and build on your existing assets — respecting choices you’ve made.

Educate you on your options

Educate you on your options

When you have personal and practical questions, we’ll be ready with answers about the options that can help you make the most of what you’ve earned and saved.

Provide clear recommendations

Provide clear recommendations

A fulfilling life can mean something different to everyone. With insight and clarity, we offer new ways to help you make your own life’s most important decisions.

Track your progres

Track your progress

We believe in giving you the knowledge and time you need to understand performance and, more specifically, progress toward the goals you’ve communicated to us.

Stay in touch

Stay in touch

As the world and your goals change over time, your financial strategy should as well. With advice designed for you and products built to meet your needs at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

How We Work With You

Determining Your Needs

Determining Your Needs

Our five-step process helps clients better understand their financial well-being.

Commitment to What Matters

We offer a thorough analysis of your goals, priorities, and resources to develop your personalized strategy.The result is a portfolio of products that has the potential to start you on your way toward achieving financial success.
A common approach The Equitable Advisors Approach

Holistic Life Planning

Life Insurance

Life Insurance

Annuities

Annuities

Investments and advisory

Investments and advisory

Business planning/ business strategies platform

Business planning/ business strategies platform

Wealth management
                                                                                                                    and estate strategies

Wealth management and estate strategies

Retirement/
                                                                                                                education planning

Retirement/ education planning

Long-term care/
                                                                                                                disability income
                                                                                                                insuranc

Long-term care/ disability income insurance

Long-term care/
                                                                                                                disability income
                                                                                                                insuranc

Extensive array of financial planning tools and support

Clientele

We have individuals, groups, companies, and organizations who purchase our products/services.
Mom and baby

Starting out

Family

Juggling midlife

Retirement

Your next chapter

  • Our Retirement Benefits Group, helps educators, public-school employees and non-profit organizations reach their financial goals through leading edge retirement planning strategies, tax reduction strategies and asset protection. Learn more
  • We work with current and retired federal, city and state government employees for defined contribution plans and pensions.
  • We provide long-term financial strategic planning to elected officials and municipal management.
  • We work with professionals to adapt their own individual financial plans for the new realities and risks of being a business owner.
  • And we help corporations, retirees, families, and individuals to leverage the many benefits of financial planning in business and personal life.

 

Office Locations

Please view and/or visit one of our professional offices listed below.

Ready to get started?

Inquiry

Consultation

Career Discussion

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck