Equitable Retirement Guide
Equitable Financial Services, LLC Finance iPhoneiPadiPod touch
Equitable Retirement Guide is a free Finance app for iPhone and iPad by Equitable Financial Services, LLC. Rated 5.0/5 from 6 ratings. Requires iOS 15.0.
- Rating
- 5.0
- 6 ratings
- Price
- Free
- on the App Store
- Size
- 3 MB
- Age 4+
- Updated
- Mar 19
- 2026 · v5.2.0
Screenshots
About Equitable Retirement Guide
Whether you are a financial professional looking to fine-tune a client’s portfolio or a new investor, the Equitable Retirement Guide is here to help. We provide forward-looking tools and resources to help plan for a secure, fulfilling future. -Customize hypothetical scenarios -Access historical data in comprehensive charts and graphs -Create client-approved custom digital reports Explore Equitable’s suite of retirement strategies: -A level of volatility protection with Structured Capital Strategies PLUS® -Enhanced growth opportunities, a level of downside protection, and legacy benefits with Structured Capital Strategies® Premier -Guaranteed retirement income with Retirement Cornerstone® -Tax-efficiency with Investment Edge® -Retirement income with opportunities for an increase with Structured Capital Strategies® Income Download today for a simplified approach to financial planning. Download and use of this application is subject to our Privacy Policy and Usage agreement. A variable annuity is a long-term financial product designed to help you save for retirement. In essence, annuities are contractual agreements in which payment(s) are made to an insurance company, which agrees to pay out an income or a lump sum amount at a later date. Variable annuities are subject to market risk, including the possible loss of principal invested, and they have mortality and expense charges, account fees, investment management fees, administrative fees, charges for special contract features, and restrictions and limitations. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½. Optional benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable annuity. When distributed outside of New York State by Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) through Equitable Advisors Financial Professionals whose business address is not in New York State, or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is not New York, the Retirement Cornerstone®, Structured Capital Strategies PLUS®, Structured Capital Strategies® Premier, Structured Capital Strategies® Income and Investment Edge® variable annuities are issued by Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC. When offered by Equitable Advisors Financial Professionals whose business address is in New York State or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is New York, Retirement Cornerstone®, Structured Capital Strategies PLUS®, Structured Capital Strategies® Premier, Structured Capital Strategies® Income and Investment Edge® are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). The obligations of Equitable America and Equitable Financial are backed solely by their own claims-paying abilities. Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY); Equitable Financial Life Insurance Company of America, an AZ stock company with an administrative office located in Charlotte, NC; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). GE-8700564.1 (1/26) (Exp. 1/30)
Ratings & reviews
5.0
6 ratings
What’s new
Version 5.2.0 · Updated March 19, 2026
Added product content, educational content and tools.
App privacy
The developer, Equitable Financial Services, LLC, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to Equitable Retirement Guide
Looking for apps like Equitable Retirement Guide? Here are 6 similar apps on the App Store. The highest rated is InvestLink (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Equitable Retirement Guide | 5.0 / 5 (6 ratings) | Free | March 19, 2026 | |
| Equitable E-Banking | 4.9 / 5 (941) | Free | Oct 15, 2026 | Compare |
| The Equitable Bank Mobile | 4.8 / 5 (202) | Free | Jun 10, 2026 | Compare |
| InvestLink | 5.0 / 5 (4) | Free | Jul 8, 2026 | Compare |
| PlanMember | 3.2 / 5 (34) | Free | Aug 26, 2026 | Compare |
| MetLife Retirement | 4.8 / 5 (495) | Free | Sep 17, 2026 | Compare |
| Insights by J.P. Morgan | 3.9 / 5 (22) | Free | Sep 28, 2026 | Compare |