About Us

Solutions for Business Owners

Avoid the 6 mistakes that can destroy your business and your future.



  1. I know what my business is worth.
  2. I'm too busy running the company.
  3. That'll never happen to me.
  4. There's plenty of time for that.
  5. My business is my retirement.
  6. You can't beat Uncle Sam.

We never plan to make mistakes. As business owners, we're focused on running our business. Everyday brings new challenges, opportunities and decisions. But there are six mistakes that consistently cause businesses to fail. 

Learn how to protect yourself and build a firewall around your business and personal assets. RSVP to one of our upcoming seminars today by visiting, Upcoming Events.




"Equitable" is a brand name of Equitable Financial Services, LLC and its family of companies, including Equitable Life Insurance Company (NY,NY), MONY Life Insurance Company of America (AZ stock company, administrative office: Jersey City NJ) Equitable Advisors, and Equitable Distributors, LLC. Equitable S.A. is a French holding company for a group of international insurance and financial services companies, including Equitable Financial Services, LLC This brand name change does not change the legal name of any of the Equitable Financial Services, LLC companies. The obligations of Equitable Life Insurance Company and MONY Life Insurance Company of America are backed solely by their claims paying ability. Life products are issued by Equitable Life Insurance Company (New York, NY) or MONY Life Insurance Company of America, an Arizona stock corporation with its main administration office in Jersey City, NJ and is co-distributed by affiliates Equitable Network, LLC and its subsidiaries and Equitable Distributors. Variable Life  Products are co distributed by Equitable Advisors and Equitable Distributors, LLC 1290 Avenue of the Americas, New York, NY 10104  GE-98052 (9/14)(Exp. 9/16)

California Insurance License #: 777275

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

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.

Link to equitable.com

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