Plan your financial future with Equitable Financial Group

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Equitable Financial Group
32531 N. Scottsdale rd Suite 105
Scottsdale, Arizona 85266
Mon-Sat 8am-6pm

The Mission of Equitable Financial Group is to help our customers build and maintain financial independence.
Equitable Financial Group is committed to helping individuals and families plan for their financial future. Our professional coaches will develop a custom strategy to help you reach your financial goals and objectives.

Equitable Financial Group is focused on creating financial independence for our clients, no matter what financial hurdles are in the way.
Our strategy is to create a customized plan that is unique to each client. Unlike other financial service companies who use a cookie cutter approach, we use our proven "core strategy" methodology that delivers results.

To become financially independent, it is imperative that we develop a vision for where we want to go and devise a strategy that will enable us to see our dreams come true.

To survive and prosper in today's economy, you need to know what your financial goals are, stay focused on them, and not be easily thrown off course when the economy takes a sharp turn up or down. Volatility comes with the territory, and it is extremely difficult to predict what is going to happen from day to day. But if you stay focused on your goals and remain committed to seeing them through to completion, you can be in a better position to succeed.

Set realistic financial goals. Start small and gradually build on them. Based on your budget, determine what you can afford to save each month and stick to it. It may take years to build the kind of nest egg you want. But if you save what you can consistently, there's a good chance you will achieve - and possibly exceed - your goals in the long run.

Consider sitting down with a financial coach to review your budget and discuss your goals and objectives. He or she can help you sort things out and make the appropriate decisions. Based on what you share, that person can help you devise a financial strategy to stay on track and meet your goals in a timely fashion.

Of course, the sooner you set your goals and start moving on them the better. Use time to your advantage. Either way, be prepared to pull back the lens, look at the bigger picture and act accordingly. Now when someone asks you where you see yourself in the next 10 to 20 years, you will not only be clear about your goals but also know how you plan to achieve them.

Frequently Asked Questions:
Question 1: What if I don't currently have retirement savings?
Answer 1: Whether you have nothing saved for retirement or millions in the bank, everyone needs a financial plan. At Equitable Financial Group, we are dedicated to creating a unique, customizable financial plan for our clients. Our ideal client is someone who has a desire for improving their financial future.

Question 2: What does a financial consultation consist of?
Answer 2: A financial consultation consists of several components. This is a 45 min meeting where our financial planner gets to know you, as well as your financial situation. This is also your opportunity to get to know Equitable Financial Group and see if our financial services can improve your situation.

Question 3: What does a financial plan consist of?
Answer 3: Our financial plan consists of 6 components (listed below), that are customized to your financial situation. The goal is to identify your strengths, weaknesses and opportunities, to ultimately create a customized financial plan that will improve your short and long term financial situation.

1) Proper Budgeting Techniques
2) Debt Pay down/Reduction
3) Establish/Maintain an adequate Emergency Fund
4) Protecting your Assets
5) Building Short/Long Term Savings and Retirement
6) Estate Planning

Question 4: Why don't you charge a fee for your services?
Answer 4: Equitable Financial Group is committed to the financial health of America. We realize that the average American doesn't seek financial advice for two main reasons: 1) It generally costs money for advice. 2) I don't have enough saved to seek advice. No matter what your reason is for not seeking financial advice, Equitable Financial Group will help anyone, no matter how much or how little you have saved, for no fee. We never want our perspective clients to push off their financial future due to fees.

Equitable Financial Group
32531 N. Scottsdale rd Suite 105
Scottsdale, Arizona 85266
Mon-Sat 8am-6pm

Equitable Financial Group is a paid advertiser of Sonoran Living

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