Our promise to our clients:
“Together, we’ll face the future with courage, strength and wisdom”.
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
Clients can work toward financial independence with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.
Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.
Clients have access to the products and services of hundreds of companies through their Equitable financial professional.
By far the most common employer-sponsored retirement plan is the 401k plan. The 401(k) plan is a defined contribution plan that allows individuals to make pre-tax contributions, while the funds contributed plus any earnings accumulate tax deferred.
Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love Family Discussion GuideSM is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.
The Share Your Love Family Discussion GuideSM is more than a simple list of instructions. It covers many topics such as: where to find important documents and key contacts; who should care for loved ones and minors; and who you want to handle decision-making if you become incapacitated. This digital, fillable brochure can be filled out with your loved ones as a part of a family discussion.
Planning now may lessen burdens down the road for your loved ones as they ensure your wishes are carried out as you want. It can also help your executor(s) and beneficiary(ies) avoid added stress or pain because it provides them detailed directions for distributing your assets, thus minimizing any possible conflicts.
Equitable Advisors does not provide tax or legal advice. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only. Please consult your tax and/or legal advisors regarding your particular circumstances.Share Your Love Family Discussion GuideSM is a service mark of Equitable Financial Life Insurance Company.GE-3113003 (6/20) (Exp. 6/22)
Whether you’re just starting out, juggling the demands of mid-life, transitioning to your next act or defining your legacy, it’s about making the most of what you have to achieve the freedom to pursue your passions.
Protecting your loved ones and your life’s work from uncertainties — and letting your money work harder for you — are smart goals for any plan.