Our Job is as Adviser, Not Salesman!
What is a Fiduciary (fi·du·cia·ry | \ fə-ˈdü-shē-ˌer-ē , -shə-rē, -ˈdyü-, fī-\)
Definition of fiduciary-fiduciary adjective
Of, relating to, or involving a confidence or trust, such as:
a. held or founded in trust or confidence
b. fiduciary relationship
c. bank's fiduciary obligations
d. holding in trust
e. depending on public confidence for value or currency
Definition of fiduciary-fiduciary noun
One that holds a fiduciary relation/acts a fiduciary capacity
A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another person.
Our job is as a facilitator, to use our knowledge to guide our clients in their pursuit of attaining financial goals for themselves and their families.
Financial Planning Done Right!
In addition to nominal Life Insurance needs, our team can help you focus on building tax-efficient retirement saving and income strategies if that is one of your goals. Our job is to help you confidently retire from yours.
Comprehensive and Coordinated Retirement Income Planning that Addresses Risks and Matches Your Goals and Tax-Efficient Planning to Avoid Costly Mistakes During Retirement!
We believe focusing on the things you can control offer the greatest benefits to your retirement. Tax planning is a core component of comprehensive retirement income planning. We'll review all potential tax implications that could negatively impact your retirement security so you’re well-prepared for filing season and everything in-between. From exploiting tax-saving opportunities to implementing proactive efficient withdrawal strategies, we'll help ensure the financial decisions you make avoid potential tax consequences while increasing after-tax retirement income.
We accomplish this by working with a team of Estate Planning Attorneys, CPA's, and experienced Fund Mangers.
What our Clients Say
“When both my elderly parents were in need of Life Insurance, Michael was a great help in finding the right policy for each of them. The process was sometimes difficult and my father was declined, Michael worked hard to find a company that would approve him. Eventually he was able to get my father a policy and never gave up. I am thankful to him and the agency staff, and they are always there to answer any questions I have - Two years later!”
Let Us Know How We're Doing
Equitas Advisors cares about what you think.
Please take a moment to fill out our simple questionnaire. Thank you for being a client of Equitas Advisors, we hope that we have gone above and beyond your expectations.
614 CRANBURY RD. PO BOX 69 EAST BRUNSWICK NJ, 08816-9998