About Us

Our Qualifications

John Erwin is a CERTIFIED FINANCIAL PLANNERTM  professional and Retirement Planning Specialist with over 20 years experience and NO customer complaints.  Check my record out at FINRA brokercheck


Securities Licences:  Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65

Insurance Licenses:  Life, Health, Long Term Care

Business Philosophy: Our client process is centered around holistic planning.  We believe “prescription before diagnosis” is malpractice, therefore we get to know as much about your financial world and personal goals as possible before we consider solutions.

There is NEVER a cost or obligation for an initial meeting to discover if our services would benefit you.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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Check the background of this financial professional on FINRA's BrokerCheck