Art

Having trouble setting goals?

Do you know where your money goes?

Are you prepared for disaster?

“Sliding Down the Rainbow”

Stories Behind the Art

Needs Assessment

Helping you figure out how to meet your financial needs and obligations is our specialty. First, a snapshot of your current net worth is taken by calculating the combined value of your assets. A comprehensive financial report is then prepared for a thorough analysis.

Next, a projection of your future spending is created for your review. These projections data enable your Aequus advisor to develop an appropriate investment strategy. The result is a detailed, customized financial plan that is designed to meet your specific needs.

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.