About Us

Mission Statement

Our Mission Statement

By combining our knowledge and experience in financial services with our focus on building lasting relationships, we’re determined to deliver sound investment and insurance strategies that can help clients take control of their financial future, and build effectively managed employer sponsored benefit programs.

In additional to providing individual financial services our professional skills are delivered helping employers set up and service qualified retirement plans. Through our focus on retirement planning we can help business owners and top executives develop their own personal retirement strategies, including the design and implementation of employer sponsored retirement plans. Whether it is choosing the correct 401k platform for employer sponsored plans, an IRA, a Roth IRA, a non-qualified annuity or other retirement savings vehicles, our experience can help you choose plans to address a wide variety of retirement planning goals.

To execute your retirement strategy, we will work together to review your options. Then, we will determine a combination of products and services that makes sense and suits your future needs. Going forward, we will check in regularly to make sure you are still on track and sticking to the strategy.

Equitable Advisors can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

  • Retirement Planning
  • Business Planning
  • 401(k) and other Company Sponsored Plans
  • Brokerage Accounts
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Life Insurance for Key Persons

Our mission is to deliver practical ideas using investment and insurance strategies to help you achieve your financial goal. To learn more about us, our company and the valuable work we can do for you, send an e-mail, call our office at the phone number listed on the Home page or sign up for a no obligation appointment here on the Web site using the "Appointment Sign-up" link.

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The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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