Aequus Wealth Management Resources

Art

Are you missing the big picture?

How would you define “risk?”

What does retirement mean to you?

Unsure about your rate of return?

How can you minimize your taxes?

When is the best time to sell an investment?

If you had more money what would you do?

Worried you’ll outlive your money?

Will your family be OK?

Are your emotions affecting your investment decisions?

Are you ready for retirement?

Do you have to give up your pension?

Having trouble deciding when to buy or sell investments?

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

Are your documents in order?

Do you have a strategy?

Should you keep the house?

What have you always wanted to do?

Having trouble setting goals?

Do losses keep you awake at night?

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

When are you happiest?

How do you get a fair settlement?

Are you prepared for disaster?

What would you do if you had more free time?

Making the same investment mistakes over and over?

What keeps you up at night?

Is your asset mix right for you?

How much is enough?

How much risk should you take?

Do you know where your money goes?

Why is asset allocation so critical?

Going through a difficult transition in your life?

Are you invested for retirement?

Do you have a fear of being audited?

Have your investment goals changed over time?

Will your estate be devastated by taxes?

What do you value most in life?

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

Article Index

Newsletter Issues:

A Thank You To Our Clients

“Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did. So throw off the bow lines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.” Mark Twain

From time to time, we like to take a moment to reflect on our good fortune and acknowledge the people who have made a difference our lives.

At Aequus, we wish to thank all our clients for letting us share your dreams, goals, hopes and fears. We are proud to lead our clients on a voyage of discovery using our own process of life-enhancing financial planning. We feel privileged to be a part of your life. Thank you, too, for your referrals. Of all the clients Aequus added last year, most were introduced to us by current clients.

We realize that as we move through the stages of our lives, change is inevitable. Aequus is here to assist you through both the joyful and painful transitions. If you are not yet a client and you think you might benefit from our services, come in and meet with us.
We are a fee-only financial planning firm, offering a full range of services customized to meet each client’s needs. Now is the time to start the journey to realizing your dreams.

Call an Aequus advisor at 312-664-4090 for more information or an appointment.

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Aequus Wealth Management Resources, LLC is a registered investment advisor with the United States Securities and Exchange Commission and, in addition, maintains a "notice" filing with the State of Illinois Securities Department. The presence of this site on the Internet shall in no way be interpreted or construed as a solicitation to sell or offer to sell investment advisory services to residents of any other state outside of the state of Illinois.

Aequuswealth.com contains material supplied by Aequus. While the information is deemed to be reliable, you should seek legal or professional advice before proceeding. Any and all financial decisions and actions should be done with the advice and counsel of a qualified attorney, financial advisor and/or CPA. For more information regarding the services of Aequus, call to speak to one of the planners at (312) 664-4090.