A Comprehensive Financial
Resource for Professional
Sports &
Entertainment
At EQUIS GROUP, our primary mission
is to help our clients achieve their goals.
We begin by working closely
with the athletes and entertainers we serve to put everything into perspective,
from cash management and investment strategies to insurance needs and long-term
estate planning. Then we develop a cohesive and individually-tailored "Plan for
Life" to meet their specific objectives.
Every EQUIS GROUP
client receives highly personalized attention. We strive to build strong
relationships with each client and their families, allowing us to better
understand their needs and priorities, and adapt quickly to address changing
circumstances throughout their careers. At the same time, we continuously
educate our clients so they understand current investment markets and insurance
products. In this way, they know that if they stay on target with their
financial plans, they can build a solid financial footing for their lifetime.
But the EQUIS GROUP commitment to each client's well-being goes
far beyond their formal financial plan. While most financial planners work
simply to receive compensation for their efforts, at EQUIS GROUP, our
greatest compensation is the satisfaction achieved when our clients reach all
their goals. We know that by helping to alleviate some of the everyday
lifestyle concerns that come with being professional athletes and entertainers,
our clients can better focus on optimizing their professional performance.
The EQUIS GROUP was founded in 1991 with the primary objective
of being the premier financial service group for professional athletes and
entertainers. And we work to achieve our goal every day… by building
strong, successful relationships…one client at a time.
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IN THE NEWS
Nov 18, 2010
Brad Guzan Meets
Nelson Mandela
Brad Guzan and the U.S. Men’s
National Team had the privilege of meeting with Nelson Mandela in Johannesburg.
The team was joined by the South African national team following the USA
’s 1-0 victory in the Nelson Mandela Challenge in Cape Town.…
read
more »
July 15, 2010
One-time U.S. phenom Nguyen
enjoying life in Vietnam League
Midfielder
Lee Nguyen has not played for the U.S. national team since the 2007 Copa
America tournament....
read more
»
Friday, Nov 13, 2009
Galaxy's Gonzalez Named Rookie of the
Year
Omar Gonzalez stood out in one of MLS's
best rookie classes in league history ...
read more
»
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