Meeting Life’s Challenges

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Change is never-ending and often challenging. Sometimes it is event driven, like the death of a love one, a divorce, retirement, health crisis, an inheritance, sale of a business, or career advancement and working through the details of executive compensation. The transition between a triggering event and a new “normal” can be fraught with an overwhelming array of decisions, demands and emotional upheaval. The Aequus financial team is expert in guiding clients through the maze, using tools and processes developed through 25 years of experience.

Enjoy a life well lived. Call Nancy today at (312) 664-4090 to set up an appointment with an Aequus advisor.

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New & Noteworthy

Outside Opinion: Equate key finacial move to a Portillo’s hot dog

Dan Fitzgerald: There is a similarity between Portillo's hot dogs and making a big financial decision. Don't just think about money when selling a business. Family and emotions must weigh in as well when making a key financial decision.

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In The News

A Retirement Plan Is Not Just About Money

Michelle Maton appears in www.kiplinger.com | Aug. 27, 2014

From the Aequus Newsletter

Purpose Drives Life Satisfaction

    Do you desire to be rich?  The word “rich” can be defined as possessing great material wealth, and it can also be defined as that which is “abundant, meaningful, and significant.”  Therefore, what kind of wealth do you desire the most?  Do you want to experience a life of...

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