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
 

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.

Enterprise Strategies Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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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