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Cicily Carson Maton, CFP®

Aequus Wealth Management Resources LLC

303 W Erie St
Ste 311
Chicago, IL 60610
Phone: (312) 664-4090
Fax: (312) 664-9709

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Job Loss
  • Retirement
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.