Financial resource for athletes

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.



IN THE NEWS

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 by capturing the 2009 Rookie of the Year award. Gonzalez started and played all 30 of the Galaxy's regular-season games and helped the club improve its defense from the worst in 2008 to one of the best during the 2009 season.
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