Equitable Portfolio Model Offerings (PwC)

The Financial Advisors of BL|Financial Group, have extensive experience working with PwC Employees, Partners and Managing Directors over the years. We offer risk-appropriate investment strategies with one-on-one guidance to help you pursue you financial goals while helping you comply with PwC independence requirements.

Independence compliance is ultimately the responsibility of the PwC participants. However, we coordinate with you in the clearance of securities for each of the model portfolio's we offer, coupled with participation in PwC's Brokerage Simplification Program, we can assist PwC Individuals in "pre-clearing" securities through checkpoint.

The portfolios offered are designed to be cost-effective, simple to use and exclusively priced for PwC.

We are able to bring this overall program together by:

• Leveraging the insights, efforts and vast resources of LPL Financial .
  
• Plug and Play models, investment strategies and portfolios based on our professional perspective and a range of investment objectives and risk profiles designed for your situation.
  
• Offering dynamic and diversified exposure to select market segments, designed to give you the opportunity to fulfill a wide spectrum of strategies.
  
• Employing thoughtful, experience-based and tactical asset allocation that we believe can help your investments be resistant to market volatility.
  

In addition, we can design an overall portfolio to complement your investments in the Model portfolio offering to create a customize strategy tailored to your needs and goals. Further, after you retire, we can provide you with investment strategies designed to help generate income, track your spending and provide you with confidence that you have planned appropriately to not outlive your resources.