Inside Our Firm
COMPREHENSIVE AND INTEGRATED PLANNING
Equitable Advisors strategy is designed to provide you with a high degree of financial independence and potential growth. By focusing on your broad financial picture, we are able to develop responsive as well as responsible strategies. Each component of the strategy is part of a well-conceived plan, enabling every facet of the strategy to work in harmony. Our financial professional begins by helping you to establish a clear portrait of your present resources, liabilities and goals, and to determine your comfort level of risk. Then, a strategy is developed that allocates your resources with your goals, needs and objectives in mind. As your goals change over time, your asset allocation can change to work toward them.
OUR FOCUS IS ON YOU
We offer strategies that are designed to help you get organized for your future through the combination of knowledge and experience of a financial professional with the sophistication and objectivity of computer modeling. The following are services we can offer using investments, insurance or other financial products:
- Financial Protection Planning can provide a steady income when you are unable to work through the innovative use of life and disability insurance.*
- Education Funding Planning can help you work toward the payment of tuition expenses.
- Retirement Planning can coordinate your personal and company retirement plans to help you work towards a more comfortable lifestyle for the future.
- Estate Planning can help with transfer taxes, provide adequate income and capital to your family and, if desired, fund charitable gifts.
- Investment Planning can help you analyze your risk tolerance and investment horizon to help you address your financial goals faster and more efficiently.
SOUND PLANS FOR GROWING BUSINESSES
For professionals and entrepreneurs, personal and business wealth are usually closely intertwined. At Equitable Advisors, we understand the risks and the opportunities you face. Our financial professionals serve a variety of closely held businesses. They can help you to protect your assets, address the long-term stability of your business and offer cost-effective benefit strategies to attract and retain valued employees.
- Business Continuity Planning provides for the orderly transition of ownership and control after the death, disability or retirement of an owner - without disrupting cash flow.
- Employee Benefit Plans including group life, health and disability income insurance, as well as dental and vision plans, can be customized to your budget and benefit needs.*
- Executive Benefit Plans such as Deferred Compensation and SERP enable business owners to offer incentives to executives without relinquishing ownership. Benefits can be tied to salary or performance, and the owner usually recovers costs.
- Qualified Retirement Plans such as 401(k), pension and profit- sharing plans provide a current tax deduction while enabling plan assets to accumulate tax deferred for eligible employees.
- Corporate Liability Funding is vital to the long-term viability of a business. We can help you with strategies for financing for post- retirement medical liabilities, early retirement programs and other stock redemption liabilities.
PROSPERITY BEGINS WITH A PLAN
You will enjoy thorough, personal service and in-depth knowledge. And, you will establish a firm foundation for your future. Because you acquire not just a product, but rather, we can help you develop a plan that will grow with you. If suitable, we can offer a variety of financial products to help implement your plan. Each new facet of your plan becomes part of a flexible, long-term strategy to help you address your needs.
Equitable Advisors is a company you can grow with. Regardless of your age or income, our financial professionals can help show you many ways to potentially accumulate assets and how to better protect your family, home and business. Through prompt, effective action, we will facilitate your time-sensitive investment decisions in one of the offices of our branch - or at your home or office.
Moreover, our financial professionals can help you to potentially preserve another equally precious asset - your time. To enhance your financial future, contact a financial professional from Equitable Advisors. An hour spent with one of our financial professionals is time well spent. (Go to Contact Us.)
MICHAEL BLEKE, ChFC
Regional Executive Vice President
1515 W. 22nd Street, Suite 300
Oak Brook, IL 60523
Regional Executive Vice President
1515 W. 22nd Street, Suite 300
Oak Brook, IL 60523
Phone: (630) 575-5002, Fax: (630) 954-4097
TAMMY L. BUTTS, CLU, ChFC
Regional Executive Vice President
1751 Lake Cook Road, Suite 200
1751 Lake Cook Road, Suite 200
Deerfield, IL 60015
Phone: (224) 554-8120, Fax: (847) 236-4133
Equitable Advisors does not provide tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances. *Equitable does not issue disability insurance, group life insurance, health insurance, dental plans, or vision plans. These products are issued by third-party insurers and are made available through an insurance brokerage affiliate. CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board Initial and ongoing certification requirements.