Risk Management is the process of understanding your current financial situation, your desired financial situation and designing a plan that addresses your family’s needs and wishes to bridge that gap. Together, we can implement a strategy that is flexible and scalable throughout your lifetime.
We believe that retirement is a journey, not a destination. Together we’ll evaluate your assets, and then educate you on how to maximize available strategies to help meet your future goals. Understanding your dreams and unlocking the freedom to live your wealthiest life is at the heart of our approach.
We manage your wealth using a disciplined approach that begins with understanding your financial goals and then developing a strategy that factors in underlying data coupled with economic and market conditions. As part of our family office experience, clients will receive updates quarterly and as needed with any pertinent information.
Our team approach and electronic systems make the complicated seem easy. We seamlessly coordinate with your tax professionals and estate attorneys to make the implementation of your tax and estate plans easy. Whether setting up trust accounts, inherited IRA’s, distributing assets to beneficiaries, or simply getting your tax documentation to your CPA, we make it happen.
California Insurance License #: 0C79127
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at email@example.com. Complaints about an Equitable Advisors FP should be directed to firstname.lastname@example.org.
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.
Hawkins Laakso Group is not a registered investment advisor and 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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