About Us


Our Services

Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! ®

Business Services:

  • Business Planning
  • Benefits Assessment
  • Business Continuity and Succession Planning
  • Key Employee Protection
  • Qualified Retirement Plans (i.e., 401(k)s, IRAs, etc.)
  • Non-qualified Executive Benefits (i.e., deferred compensation)
  • Business Life Insurance
  • Salary Continuation and Disability Income Insurance
  • Estate Planning Services
  • Legacy Planning Services
  • Access and CPE Seminars for Professional Advisors

Services with Other Advisors:

  • Buy-Sell and Cross-Purchase Agreements
  • Trust Services
  • Business and Personal Tax Planning
  • Third-Party Administration

Services with Strategic Alliances:

  • Business Valuations
  • Key Employee Assessment
  • Merger and Acquisition Advice and Planning

California Insurance License #: 0A99749 James Reese

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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

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.

Link to equitable.com

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