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What does retirement mean to you?

Which of your current responsibilities would you like to give up?

When is the best time to sell an investment?

Do you have a fear of being audited?

Are your documents in order?

Is your asset mix right for you?

Do you have to give up your pension?

How do you get a fair settlement?

Do you have a strategy?

Do you know where your money goes?

Will your family be OK?

If you had more money what would you do?

Have your investment goals changed over time?

Are you missing the big picture?

Going through a difficult transition in your life?

How would you define “risk?”

Worried you’ll outlive your money?

How much is enough?

Are you invested for retirement?

What do you value most in life?

What keeps you up at night?

Are you prepared for disaster?

What have you always wanted to do?

How much risk should you take?

Having trouble deciding when to buy or sell investments?

Will your estate be devastated by taxes?

Are you fearful of making an expensive mistake on your taxes?

Why is asset allocation so critical?

Should you keep the house?

Having trouble setting goals?

Unsure about your rate of return?

Making the same investment mistakes over and over?

Are your emotions affecting your investment decisions?

How can you minimize your taxes?

Tempted to make investments that aren’t part of your “plan?”

Are you ready for retirement?

What would you do if you had more free time?

When are you happiest?

Do losses keep you awake at night?

Affiliations

Insurance Services

Aequus provides expert assistance in solving the risk-related problems of our clients. In today’s environment, the analysis of existing health, disability, property, casualty, life insurance, and long term care coverage is especially important. In addition, the creative use of insurance products can solve many financial situations, thus maximizing financial resources.

Michelle Maton is licensed to sell life and health insurance in Illinois. When appropriate, Aequus may refer a client to an outside agent, affiliated with an insurance company. Commissions may be earned on those sales by those agents. Aequus will receive NO commissions associated with any insurance sale. Clients are never obligated to use insurance agents recommended by Aequus or to implement insurance policies recommended by those agents.

Custodians

Aequus Wealth Management Services is an independent fee-only investment advisory firm. By using Charles Schwab & Co., as the primary custodian for its clients, Aequus has the advantage of employing Schwab Institutional’s leading platform for state-of-the-art technology solutions for trading, billing, performance and client reporting. This working relationship also grants Aequus access to comprehensive research tools, resources, and dedicated subject matter experts for solving complex issues.

Schwab Institutional® is a leading provider of custodial, operational and trading support for independent fee-based investment advisors. Since 1987, the firm has supported independent investment advisors by offering support and services to help grow their businesses and help their clients reach their financial goals. Schwab Institutional is a division of Charles Schwab & Co., Inc. Member SIPC.

These materials have been independently produced by Aequus Wealth Management Resources, LLC. Aequus Wealth Management Resources, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. (“Schwab”) or Charles Schwab Bank. Schwab has not created, supplied, licensed, endorsed or otherwise sanctioned these materials nor has Charles Schwab & Co., Inc. conducted any independent verification of the facts and representations underlying these materials.

Other Professionals

Should the need arise, Aequus has the expertise to handle complex financial situations that demand more sophisticated solutions. Our firm has established a network of financial resources specifically to cater to your unique needs.

While Aequus maintains its independence, it has broadened its scope of service offerings by collaborating with other experts and professionals:

  • Estate lawyers
  • CPAs
  • Mortgage brokers
  • Planned giving consultants
  • Divorce lawyers