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 »
It is with great excitement that Cicily Maton and Michelle Maton announce the pending merger of Aequus Wealth Management with The Planning Center.Read more »
The strongest foundation for your financial plan is a growing awareness of the nature, influence, and importance of your values. Therefore, it is critically important to engage in thoughtful reflection in order to identify and clarify what is truly most important to you. The next step is...Read more »
Bringing balance to a busy personal and professional life is challenging. In order to accomplish all that seems necessary, most people resolve to work harder and faster. Therefore, individuals and families are increasingly experiencing a time crunch.Read more »