About Us

Our Services

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

By utilizing our Discovery Process; we will assist you in assessing your most important financial goals.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.

 

I can help you execute a sound financial program utilizing the following products and services:



* Fee Based Financial Planning 

 • Tax-reduction strategies



 • Investments, including stocks and mutual funds



 • Retirement planning including SEP IRA, Individual 401k and Small Business Pension and Profit Sharing Plans.



 • Estate planning and preservation strategies



 • Asset protection through insurance and annuity products





 Equitable Advisors does not provide legal and/or tax advice

 

* Investment Advisory Services and Fee based Financial Planning Services is provided by Equitable Advisors,LLC(NY,NY(2120314-4600, member FINRA,SIPC

 

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

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. Equitable Advisors is the brand name of AXA Advisors, LLC.

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.

Enterprise Strategies Group is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

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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