About Us

Financial Planning Philosophy and Process

The common approach to financial planning

Many people tend to approach investing by choosing a stock that was recommended by a friend, investing in a 401(k) or by purchasing a mutual fund selected as a “top pick” by a financial publication. Unfortunately, this approach may lead to an assortment of unrelated financial products, which may not work well together or help you reach your goals

 
My approach to financial planning
 
After a comprehensive analysis of your goals, priorities and resources, your personalized strategy is developed. The result is a portfolio of products that has the potential to start you on your way to achieving financial security and success.

 

Planning Process:
 
Discovery
  • Assess your current financial situation
  • Identify your priorities and concerns
 
Profile
  • Gather Information and establish priorities
  • Analyze your data
 
Strategy
  • Present results of analysis
  • Discuss priorities and future steps
 
Implementation
  • Review your specific recommendations
  • Select suitable products and services
  • Develop implementation schedule for products and services
 
Review
  • Regular reviews of your comprehensive financial plan with regard to performance, goals and current financial position
  • Implement necessary changes or enhancements according to new assessments

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

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.

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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