Aequus Wealth Management Resources

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Do you have a fear of being audited?

How would you define “risk?”

What would you do if you had more free time?

How much is enough?

Are you prepared for disaster?

Will your family be OK?

Are your documents in order?

Worried you’ll outlive your money?

How much risk should you take?

When is the best time to sell an investment?

Are you ready for retirement?

What have you always wanted to do?

Making the same investment mistakes over and over?

Is your asset mix right for you?

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

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

Will your estate be devastated by taxes?

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

How do you get a fair settlement?

Going through a difficult transition in your life?

How can you minimize your taxes?

Are your emotions affecting your investment decisions?

Are you invested for retirement?

Unsure about your rate of return?

Do losses keep you awake at night?

Why is asset allocation so critical?

When are you happiest?

What do you value most in life?

Having trouble setting goals?

If you had more money what would you do?

Do you have a strategy?

Should you keep the house?

Have your investment goals changed over time?

Do you know where your money goes?

What does retirement mean to you?

Are you missing the big picture?

Do you have to give up your pension?

What keeps you up at night?

Having trouble deciding when to buy or sell investments?

Article Index

Newsletter Issues:

Thank You For Your Referrals

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 in 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 and feel privileged to be a part of your life.
Thank you, too, for your referrals. Referrals are the life’s blood of our business. According to investment firm Charles Schwab, a typical independent advisory firm gets over 88% of its new clients through referrals. Indeed, of the clients Aequus added last year, most were introduced to us by current clients.
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 know someone who might find our services of value, tell them about Aequus. If you are not yet a client, come in and meet with us. We offer a full range of services customized to meet each client’s needs.
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.