Why Educators Choose Equitable
Superintendents and principals face complex responsibilities every day, including leading schools, supporting communities, all while planning for their own financial futures. For many education leaders, partnering with a financial professional who understands their unique needs is essential.
That’s why so many educators choose Equitable and financial professionals like Mark Hiegel, whose approach emphasizes collaboration, transparency, and respect for individual goals.
Client Lisa Haynes describes the experience as both empowering and personalized:
“We highly recommend Mark Hiegel at Equitable for anyone seeking a thoughtful and collaborative investment advisor. Mark is incredibly easy to work with and has been instrumental in shaping our investing and retirement strategy. What we appreciate most is his laidback approach. He provides a variety of scenarios and options to consider, but always respects our personal preferences and comfort levels. Thanks to his guidance, we are in a fantastic financial position and feel genuinely optimistic about our future well beyond retirement.”
That commitment to choice and individualized planning is central to Mark’s philosophy. Rather than offering one-size-fits-all advice, he helps clients evaluate multiple paths and make decisions that align with their values and comfort levels.
Derek Jackson echoes that sense of trust and personalization:
“Choosing Equitable to support me with financial planning was the best decision I could have made. Mark and his team made the process personal and efficient. I know that I can rely on transparency with individualistic care when it comes to my financial future.”
For busy education leaders, efficiency matters, but so does clarity and confidence. These testimonials reflect the peace of mind that comes from a financial partnership built on understanding, expertise, and genuine care. With Equitable, educators can move forward with confidence, today and well into retirement.
Want to learn more? Visit the Great Lakes Branch website and connect with your local Equitable Advisors financial professionals.
Disclosures:
The quoted statements have been voluntarily offered by the provider cited who is a current or former investment advisory client of the named investment advisor representative. These statements reflect individual opinions and experiences and do not indicate or suggest broad suitability of any investment/financial advice or the advisability or potential performance of any investment, investment strategy, or financial product or service, nor should they be relied upon as bases for any financial decision. Equitable Advisors, LLC and its affiliates do not guarantee the accuracy or applicability of the information included in any client statements or testimonials.
Equitable is the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (1345 Avenue of the Americas, NY, NY); Equitable Financial Life Insurance Company of America, AZ stock company with an administrative office located in Charlotte, NC; Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN); and Equitable Distributors, LLC. GE-8874096.1 (04/26)(Exp. 04/30)