Who Is Equilus Financial Group?
Equilus Financial Group, Inc. is a team of talented financial experts, working together to leverage our broad spectrum of skillsets to provide a comprehensive suite of financial services. Our home office is in downtown Wenatchee, Washington, centrally located between Seattle and Spokane.
Our mission is: “To provide financial security and peace of mind by delivering proven solutions with expert professionals, driven by the passion to add value to each client’s life through service and relationship.”
Why Did We Create Equilus Group?
Equilus Group is the brainchild of managing director, Joel Frank. With over 30 years of experience in the financial industry and extensive experience in agricultural commodities, Joel realized he wanted to provide a different experience for his Clients.
Some financial professionals provide specific sets of services, like tax planning, investment advising, portfolio management or employee benefits packages. While these experts may be great at what they do, they are not typically able to provide individuals or businesses with a comprehensive solution. This leaves the decision on you to coordinate between different financial professionals for different needs, which can be time-consuming and complex.
Other companies provide multiple services under one name, but each area of expertise operates in a “silo”, separated from the other professionals. As a result, while they may offer a full suite of financial services, the results are often uncoordinated and disjointed, resulting in financial decisions that are not optimized for your financial situation.
A Holistic, Customer-Focused Approach to Wealth Management
At Equilus Group, we take a different approach. We have assembled a team of financial experts that are each at the top of their field. But unlike other companies, our first priority is to communicate and collaborate on what is best for our clients. Our relationship with our clients is the driving force behind every decision that we make. The plans we build for each client are unique and involve direct communication between the client and the professional’s on our team.
We have decades of experience in reaching across all areas of finance, from real estate investment to tax planning to business planning and benefits. If you have an existing relationship with a financial professional, we will work with them to leverage the best possible solution.
Services We Provide
With our diverse team of financial professionals, we can build a custom strategy that works for you, your business, or both. Here is a sample of the services we offer:
Business Estate Planning
- Wealth Management
- Generational Planning
- Estate Tax Planning
- Trust Services
- Deferred Sales Trusts
- Disability Income Insurance
- Financial Advisory Services
- Retirement Strategies
- Life Insurance
- Income Tax Planning Strategies
Employee Benefit Plans
- Disability Income Insurance
- Executive Benefit Programs
- Executive Group Life Insurance
- Long Term Care
- Retirement Plans (IRA & 401K)
- ERISA Plan Reviews
- Business Protection
- Key Employees
- Income Protection
- Survivor Income