The word “retirement” is fraught with emotional reactions. Some are looking forward to finally living the life of their dreams, while others wonder how they will fill their days. Still others are fearful, not knowing if they have enough money or if the money they have accumulated will last long enough. Few realize that they are experiencing a “transition.” Once they have begun to consider retirement they have triggered the end of their life as it was and until they have established a new life in retirement, they are in a transition.

In this critical time period, the processes used by Aequus will add a sense of calm while working through the choices, opportunities, and changes that will lead you to an outcome that will optimize your personal situation.