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:
  • Assess your current financial situation
  • Identify your priorities and concerns
  • Gather Information and establish priorities
  • Analyze your data
  • Present results of analysis
  • Discuss priorities and future steps
  • Review your specific recommendations
  • Select suitable products and services
  • Develop implementation schedule for products and services
  • 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

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.

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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