The Planning Center
303 West Erie Street Suite 311
There is seldom time to gain experience and maturity in the management of unanticipated windfalls, that is why providing special guidance to those with newly acquired wealth is such an invaluable service. As members of the SMI, we are part of a network of experts dedicated to working with Sudden Money recipients.
“At Aequus, we find and support the positive core in our clients. We want them to feel good about themselves, to be able to take risks, and to make positive moves in the world. Our belief in them, our support of them, and the great plans and advice that we are able to offer them is the result of our intuitive caring and comprehensive financial capabilities.”