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Rightsizing for Retirement

What does your home really cost?

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Contact

Office: (925) 951-1144

Mobile: (925) 354-1309

2175 North California Boulevard

Suite 405

Walnut Creek, CA 94596

California Insurance License #0I06118

James.Skilling@equitable.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC  (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit the Equitable Advisors website to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

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Dergalis Associates is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.