Advice

Goals. Passions. Dreams.

Investing wisely doesn't only help you work toward a more secure future, it also gives you freedom to focus on you

Your goals. Your passions. Your dreams. A holistic portfolio strategy is built around your priorities and preferences.

Achieve your own vision of a fulfilling life

No two people are alike, so no two plans should be either. Thinking about what you really want is the first step toward getting it. What's on your mind?

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Achieving financial confidence

Your financial well-being should be a means, not an end. You bring the vision: we can help with the plan.

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Investing for today and tomorrow

Maybe you know where you'd like to go but need a roadmap to get you started or around the next curve. Don't worry, there are plenty of tips and tools to meet you where you are.

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Saving for college

For many of us, feeling ready to send our kids to the college of their choice can seem daunting. But it doesn't have to be. Planning today can relieve the worry of tomorrow - and allow you to enjoy every milestone on the way.

Working with an advisor yields more money, more confidence 

Higher account balances. More confidence for the future. A common trait among top savers is that they get help from a financial professional to guide smart choices and keep their plan on track as life evolves.

Higher balances

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Nearly twice the median account balance was achieved when individuals chose to work with a financial professional.

Happier with savings

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18% higher satisfaction with their retirement plan working with a financial professional.

Financial professionals also help clients with...

Early savings
56% attribute early savings start to working with an Advisor
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Learning
Understanding your big picture, what's important, setting goals.
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Investing
Strategic investment advice to grow and protect your money.

Find more education and research on the benefits of working with a financial professional in our Enhancing Outcomes whitepaper. 

Click here to read the full study.

Source: Equitable's Value of the Advisor study, 2018.

Strategies for you

See how we can help meet your individual financial goals - tips, tools, calculators and product information.

Still have questions about saving and investing?

We've got you covered.

Get your top questions about Saving and Investing answered

Saving and Investing common questions

Interested in finding out more about working with an Equitable Advisor?

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Securities are offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC. 

Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  

GE-2874011  (01/2020) (Exp. 06/2020)