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Whether you are a financial professional looking to fine tune a client’s portfolio or a new investor, Equitable Retirement Guide is here to help. We provide forward-looking tools and resources for helping individuals plan for a secure, fulfilling future.
- Customizable hypotheticals
- Historical data combined with beautifully designed charts and graphs
- Questionnaire to personalize a strategy that may be the right fit for an investor's financial goals

You can also explore Equitable’s suite of retirement strategies:
- Protect your investment with Structured Capital Strategies®
- Guarantee retirement income with Retirement Cornerstone®
- Maximize your tax-efficiency with Investment Edge®

Download this app today for an easy-to-navigate experience to make financial planning a whole lot easier.

Download and use of this application is subject to our Privacy Policy and Usage agreement.

Equitable is the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (NY, NY); Equitable Advisors, LLC, (member FINRA, SIPC), (Equitable Financial Advisors in MN &TN), and Equitable Distributors, LLC. The obligations of Equitable Financial Life Insurance Company are backed solely by its claims paying ability.

GE-3113204 (6/20) (Exp. 6/22)

What’s New

Version 3.1.0

Include ability to create a report

Ratings and Reviews

5.0 out of 5
5 Ratings

5 Ratings

App Privacy

The developer, Equitable Financial Services, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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