Wealth Strategies Process

Initially, we spend a lot of our time learning about you and what you want to accomplish. We work hard to understand your previous experience with wealth management, your level of risk tolerance and which of your goals require priority treatment. It is important that we understand your past and present financial condition in order to guide you toward your end goals.
After analyzing your current situation, goals and needs, we will discuss a broad range of options that target each of your goals. Using our experience, we identify where your current plan has strengths and weaknesses.
We will then discuss in detail the benefits of each option and help you choose the course that best fits your priorities and leads you toward your financial goals.
Once you are confident in the chosen course of action, we prepare all the necessary materials to move forward with your new customized plan. We make certain the implementation process runs as smoothly and quickly as possible.
Life often brings changes so your financial plan must be fluid and active. We will meet with you frequently to review performance and discuss changes in your life circumstances or financial goals. We will recommend adjustments along the way to keep you on the path to success.

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.

MainStreet Financial Services is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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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Wealth Strategies Process

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