Helping Individuals and Families
Plan with a Purpose
- Fee and non-fee based plans
- Savings and accumulation strategies for large purchases, education, retirement, and gifting
- Business ownership interest and large asset liquidation
- Retirement income distribution strategy
- Roth conversions
- Social Security maximization
- Inherited asset required distribution plan
- Pension maximization
- Required minimum distribution
- (RMD) strategy
- Investment selection and diversification
- Charitable gifting
- Estate planning and wealth transfer strategies
Invest with a Purpose
Income
- Structured Income Notes
- Corporate, Municipal and Government Bonds
- Unit Investment Trusts (UITs)
- Real Estate Investment Trust (REITs)
- Master Limited Partnerships (MLPs)
- Certificates of Deposit (CDs)
- Preferred Stock
- Annuity Contracts
- Cash Value Life Insurance Contracts
Growth
- Publicly Traded Stocks
- Alternative Investments
- Structured Growth Notes
- Option Trading
- Managed Investments
- Private Wealth Management
Protect with a Purpose
- Long Term Care
- Life Insurance
- Disability Insurance
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives for Equitable Advisors, LLC, a SEC-registered investment advisor.