Richard Ratner, CFP®
Financial Advisor
Financial planning can be difficult and time consuming to most individuals. Are you worried about your financial future? If so, you have come to the right place! You will find a wealth of information in the form of newsletter articles, calculators, research reports and more.
As a CERTIFIED FINANCIAL PLANNERTM professional , I am dedicated to helping my clients work toward achieving their financial goals and dreams. My job is to assist you in mapping out your financial goals and to carry out the strategies to help you work toward your objectives. I specialize in the areas of retirement planning, income distribution planning, wealth management and risk management.
Along with Equitable Advisors, I created this Web site to help you gain a better understanding of the financial concepts behind saving for retirement, insurance, investing, college planning, estate planning strategies, and wealth preservation. I hope you will take advantage of this resource and visit us often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn't want you to miss any developments in the area of personal finance. I am always available, please feel free to reach out to me at any time.
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*Equitable Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances
CFP® and CERTIFIED FINANCIAL PLANNERTM 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's initial and ongoing certification requirements.