Meeting Life’s Challenges
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.
Updates & Insights See all »
Andrew Sivertsen, an up-and-coming Aequus colleague, appears in Investment News | Jul. 28, 2015
Cicily Maton Appears in DivorcedMoms.com | Jun. 30, 2015
By Dr. William “Marty” Martin
Planned? Unplanned? Expected? Surprised? All of these words can be used to describe a transition. Quite simply, a transition occurs when you experience a change. The change could be a move, a new job, a health diagnosis, a child leaving home, or a...