Richard J. Haberstroh, Jr. Email & Phone Number

As an Financial Advisor representing a 160-year-old firm, Equitable Advisors, LLC, my clients live domestically and globally. I specialize in:1. Qualified Retirement Plan Design, Support, and Services 2. Business and Professional Practice Succession and Owner Estate Planning3. Transition Advisory Services (business ownership, blending family asset protection, multi-generational wealth preservation, “gray” divorce transitioning, healthy generational wealth transfer, education trusts, multi-generational charitable gift planning, planning services bringing fulfillment, purpose, and long-term family wealth preservation (over 100 years)My team is holistic in its approach. We can best serve your interest when you are comfortable working with experienced, knowledgeable, highly trained, and skilled individuals in their respective areas of expertise. These individuals form your team, and your team will have a complete understanding of your financial situation before we even start planning. Your desires for the rewards of what you have worked and saved for, or received and managed or grown - all toward reaching your goals for family, community, loved ones, institutions of learning, and many more possibilities.Our job is to present all possible factors for your consideration so you make the best decisions for yourself. Then we outline the process necessary to get you there - ensuring you complete our process with everything in place - for yourself and those you love. This approach brings you confidence -through clarity.My work is my calling and passion. My colleagues bring other advanced, time-tested technical skills and perspectives together, creating a diversely skilled mixture of talent for you. Your confidence in each individual's expertise in their role and the logic of our wholistic and complete processes ensures you receive what you expect - in a spirit of transparency, goodness, fairness, honesty, compassion, and empathy in all we do - this is how my Equitable team measures success. rh

Listed skills include Strategic Planning, Management Consulting, Coaching, Investment Advisory Services, and 6 others.