What We Do: Our Services
Personalized Financial Planning
Your financial needs are different from those of anyone else. Especially as you approach retirement. Our goal is to create a financial plan that meets your needs, values, and goals.
Investment Management Strategies
Navigating the world of investments can be complex. We simplify this process for you by offering clear, understandable advice on investment options. From conservative choices like fixed-rate annuities to more dynamic investments, we help you find the right balance that matches your comfort level and financial objectives.
Retirement Planning
Retirement should be a time of enjoyment and fulfillment. Our retirement planning services focus on helping ensure that you have a strategy inplace that creates a reliable income stream, your savings and investments are diversified and align with your short and long term goals. We’re here to help make the most of your money – and your retirement.
Estate Planning Strategies and Wealth Preservation
Preserving your wealth and ensuring it's passed on according to your wishes is an essential part of our services. We offer estate planning Strategies to help protect your assets and provide peace of mind for you and your family.
Your unique needs, goals and circumstances require and deserve the individualized attention of your own legal, tax and other professionals. Please consult with an attorney, tax professional, or other advisor regarding your specific legal or tax situation as Equitable Advisors does not provide estate planning services.
Cultural and Linguistic Compatibility
As part of the Taiwanese-American community, we understand the importance of culture and communication. That’s why our services are offered in both English and Mandarin.
Future written communications such as marketing materials, contracts and other documents may be in English only.