More time for the things that matter.

Private Wealth and Insurance Services

You work hard for your money.

 

At Equitable Financial Group, we take pride in taking the proper procedures to satisfy the clients we work with. Over the past 14 years, we have received clients in every situation imaginable. We understand you want to be stress-free knowing your money is being looked after properly.

We are determined to put your best interests first and keep your business confidential. It is best for us to serve you based on your unique situation - which is why we ask our clients to fill out our pre-authorization form. This simply lets us know what place you're in and what we can offer that is suited best for you.

OUR SERVICES

Wealth Management

A high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning. We take into account your specific situation and put your needs first.

Insurance Services

As your life changes, so do your insurance needs. We can simplify your life by taking care of all your personal insurance needs, including Life Insurance, Health & Dental, Critical Illness, Accidental Death & Dismemberment, Long Term Disability.  Need travel insurance? We can help with that, too.

Financial Planning

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life. Putting appropriate wills in place to protect your family, thinking about how your family will manage without your income should you fall ill or die prematurely, spending money differently, but it involves thinking about all of these things together.

TESTIMONIALS

 

"The Equitable Financial Group was able to save me $4 M through their financial planning and insight towards wealth management. It is so hard to find an advisor that understands what you are dealing with."

Jonathan Smith, Lawyer

PLAN

We use different strategies to accommodate your specific situation. By planning out your financial needs, we locate and pinpoint your target areas to provide the service that is critical to you.