Equitable Advisors, LLC

Financial Advisor

(212) 408-9512 benjamin.stephenson@equitable.com

As a Financial advisor at Equitable, Ben guides individuals and often times families, through full-service financial planning, including but not limited to:

-Retirement Planning & Income Distributions
-Tax-efficient Investment Strategies
-Custom Portfolio Management in both the public & private markets
-College Funding Strategies
-Employee Benefits Maximization including stock options & executive comp plan strategies
-Trust & Estate Planning
-Risk Management, Insurance & Long-term care
-Budgeting & Cash management
-Small Business Benefits Planning

The planning process personifies a custom-tailored client experience from A-Z, with an emphasis based around the individual's goals and expectations. By providing a clear and thorough planning process, the result leaves the client feeling confident and empowered in making the most suitable and informed decisions, which can ultimately have a generational impact for themselves and their families. The initial consultative steps involve evaluating one's current financial picture, running analysis & projections, and then drafting and implementing the most suitable & customized plan to help solve for their goals. Going forward, the relationship is continued with quarterly reviews, ongoing advice throughout the year, and adjustments made along the way to ensure the plan stays on track.