Sheila Soufian, Financial Consultant at Equitable Advisors

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.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
06/17/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Last week, my daughter and I had the opportunity to attend the 2026 Katz Institute for Women’s Health Summit.It was an i...
06/16/2026

Last week, my daughter and I had the opportunity to attend the 2026 Katz Institute for Women’s Health Summit.

It was an incredibly informative and inspiring day focused on wellness and preventive care tailored to women’s unique biology. We heard powerful stories and insights on managing stress, practicing self-compassion, and building hope and resilience.

Spending the day learning and reflecting together made it even more special. Truly a day well spent!

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
06/15/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/12/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
06/10/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
06/08/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
06/05/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
06/03/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
06/01/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
05/29/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

Address

395 N. Service Road #206
Woodbury, NY
11747

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