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Unlock Your Ideal Retirement

Our team is dedicated to empowering people at or near retirement live their best lives.  We understand the special financial, emotional, and lifestyle considerations that arise during this phase of life.  We provide practical guidance, educated advice, and personalized strategies to help you maximize retirement income, lower your tax bill, and leave a lasting legacy.

Ready to take the first step?  Schedule a 15-minute call to see if we're the right fit.

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Retirement Planning

We create strategies that are tailored to your needs and financial goals.  We help our clients realize their retirement aspirations.

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Reduce Taxes

We diversify your retirement income sources and help you take advantage of various tax deductions and credits available to retirees.

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Legacy Planning

We guide you through creating a lasting financial legacy for the ones you love most.

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Thomas McGregor, <br/><em>Senior Vice President</em>

Thomas McGregor,
Senior Vice President

With over 13 years of experience with Equitable Advisors, Thomas' passion is helping individuals navigate the challenges and uncertainties that come with retirement, long-term care, and legacy planning.  Thomas is dedicated to empowering people aged 50 and above to live their best lives.

Case Studies

The below case studies are hypotheitcal and do not involve actual Equitable Advisor clients.  No portion of the content should be contrued by a client or prospective client as a garuntee that he/she will experience the same or certain level of results or satisfaction if Equitable Advisors is engaged to provide financial planning or investment services.

Case Study #1 | Work Optional

Meet John and Mary.  They are a couple in their early 50s who have been diligently saving for retirement throughout their careers.  John and Sarah have always dreamed of a life where work becomes optional without sacrificing their desired lifestyle, and allows them to pursue their passions and hobbies.  However, they need guidance to ensure they have a solid financial plan in place to support their goals.

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Case Study #2 | Nearing Retirement

Meet Susan.  She is a successful professional in her late 50s who is eagerly anticipating retirement.  After a fulfilling career, she is ready to transition into the next phase of her life.  She is seeking guidance to ensure a smooth transition and financially secure retirement.

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Case Study #3 | Retired

Meet Tom and Sarah.  They are a retired couple in their 70s who have recently entered the golden years of their lives.  They have spent decades building their nest egg and are now seeking guidance to ensure their finances are well-managed and can support their desired lifestyle throughout retirement.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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