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Financial Planning


Financial Planning

We create uniquely crafted custom Financial Plans encompassing:

  • Goal oriented cash flow projections and strategies
  • Asset Allocation and Overlap Analysis across all accounts
  • Risk Management Needs Analysis and Insurance
  • Policy Review
  • Tax projections and Planning*
  • Accumulation and Distribution options
  • Employer sponsored plan reviews
  • Social Security Benefit Review, analysis and strategy suggestions
  • “What If” scenarios for varying types of market conditions and personal situations
  • College Education funding options and plans
  • Retirement Income and Expense Projections
  • Long Term Care and Estate Planning
  • Recommendations and Guided Next Steps

In addition, you will receive the following:

  • Ongoing investment management and asset rebalancing.
  • Bi-annual review meetings with your Financial
  • Advisor with revisions to Plan as needed.
  • Coordination with other financial team members, including attorney, CPA, etc.
  • Ongoing advice for you and your family members on decisions with a financial component.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Equitable Advisors, LLC and its associates and affiliates do not provide tax or legal advice or services.