Sheila Soufian, Financial Consultant at Equitable Advisors

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Sheila Soufian, Financial Consultant at Equitable Advisors CA Insurance Lic # 0F70865 If you’re seeking clarity, confidence, and a customized approach to your financial future, let’s start the conversation.

With over 20 years of experience as a Financial Consultant, I help closely held businesses, families, and individuals achieve comprehensive, long‑term financial success. By leveraging an in‑house team of advanced specialists and an open‑architecture platform of carefully vetted solutions, I guide clients through even the most complex estate and retirement planning strategies.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
10/26/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
10/21/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Ever wonder about those free credit scores you get once a year?
10/19/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
10/16/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

The question everyone has: Will Social Security be around for you? Read this.
10/14/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

When was the last time you paid yourself first?
10/12/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
10/09/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Find out whether you are insurable before implementing a strategy using life insurance.
10/07/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
10/05/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
10/02/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

Address

395 N. Service Road #206
Melville, NY
11747

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