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The Planning Center    

Financial advising in Chicago, IL
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Our Chicago office opened in 2015 when Aequus Wealth Management Resources merged with The Planning Center. The Planning Center is a fee-only financial planning firm that …
Our Chicago office opened in 2015 when Aequus Wealth Management Resources merged with The Planning Center. The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as you navigate life's transitions and guide you toward the life you would like to have.

Services offered

Accumulation & Retirement Planning
Asset & Debt Management
Cash Flow & Income Management
Estate Planning
Insurance & Benefits Review
Investment Management
Tax Planning

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