About Us

Our Services

Each client has unique financial goals based upon his or her own personal circumstances.  We evaluate every client's situation in depth so that we can help them develop a long-term plan that  best fits their needs. We commit to a high level of personal service to ensure that our clients are in line with their financial goals through all stages of life.

Some of the products and services we provide:

 

Business Planning

Business Continuation
Key Person Insurance
Deferred Compensation
Buy-Sell Insurance

Estate Planning Strategies

Estate Analysis
Survivorship Life Insurance
Tax Saving Strategies
Charitable Planning
 
Retirement Planning

Wealth Accumulation Strategies
Personal Retirement Strategies
Pre-Retirement Planning
Retirement Income Analysis
Pension Plans

Review and Evaluate
Administration Services
Defined Benefit Plans
412(i) Plans
401(k) Plans
Profit Sharing Plans
 

Insurance Services & Planning

Insurance Reviews and Analysis
Disability Insurance
Term Life Insurance
Universal Life Insurance
Survivorship Life Insurance
Whole Life Insurance
Variable Universal Life Insurance
Annuities
Long Term Care Insurance

Other Services

Wealth Transfer Strategies
529 College Savings Plans
Asset Protection Strategies

Equitable Advisors does not provide legal or tax advice

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 0C76919

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond 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.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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