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Our Story
Yudi Gross
Michael Walstrom
Valerya Arkhipova
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Our Story
Yudi Gross
Michael Walstrom
Valerya Arkhipova
Services
Service Fee Structure
Advantage
Learning Center
Meet
Client Access
Choose Your Service
Stand Alone Service Offerings
Mix and match our financial services to fit your needs. We will be in touch shortly to get started!
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Risk & Volatility Analysis ($50)
Goal Planning ($150)
Retirement Planning ($150)
Insurance Analysis ($250)
Aequus Foundational Financial Plan ($1,500)
Aequus Advantage Family Financial Plan ( $2,500)
Complete Asset Allocation ($500)
Estate & Legacy Planning ($1,000)
Tax Analysis ($500)
Cash Flow Analysis ($250)
Asset Map ($75)
Educational Meetings ($200)
College Savings Analysis ($250)
Meeting with a CFP ($250)
Lending Solutions ($250)
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