Working With Us

5 Step Discovery Process

Our five-step process can help clients better understand their financial well-being.

It starts with the Discovery phase where we jointly determine if strategic planning can improve your financial fitness. During the Profile phase, we obtain a clear picture of your financial goals and current situation. In the Strategy phase, we share an analysis of what is needed to reach each goal. If there are gaps, we review recommendations and a plan that’s suitable for your needs in the Action step. The last step is the Review — an important step, as factors affecting plans often can change.

Complete your Discovery survey.

If you have any questions about the differences between my role as an investment advisor and as a registered representative, please contact Broker/Dealer Services at 866-487-7484, Monday - Friday, 8:30am - 5:00pm ET.

GE-3026056 (4/20) (Exp. 4/22)

California Insurance License #: 0777824

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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