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
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

California Insurance License #: 0C76919

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.

Link to equitable.com

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