Skip to content
Aequus Partners Financial Planning
  • Our Story
    • Yudi Gross
    • Michael Walstrom
    • Valerya Arkhipova
  • Services
    • Service Fee Structure
  • Advantage
  • Learning Center
  • Meet
  • Our Story
    • Yudi Gross
    • Michael Walstrom
    • Valerya Arkhipova
  • Services
    • Service Fee Structure
  • Advantage
  • Learning Center
  • Meet
Client Access

Category: IRA

Estate Planning – Strategic Use of IRAs

Estate Planning - Strategic Use of IRAs

IRAs are a large component of estate planning – and for good reason! Make the best use of your IRA with these strategic tips.

Continue reading

Recent Posts

Market Corrections -Keep Calm and Market On

How to Handle Market Volatility | Investment Management

What is a Financial Plan and why do I need one?

What is a Financial Plan & Why do You Need One?

Tax Tips

Tips for 2022 Tax Season

Retirement Income Plan | Aequus Planning

Retirement Income – Developing a Plan

Popular Posts

Quick Links

  • Story
  • Services
  • Advantage
  • Meet Us

Contact Us

  • (561) 945-0699
  • 2263 NW Boca Raton Blvd, Suite 103
    Boca Raton, FL 33431
  • [email protected]
Facebook-f Twitter

Client Access

  • Wealthscape
  • E-Money
Aequus Partners Financial Planning
© 2024 Aequus Partners Financial Group. All rights reserved.

Check the background of your financial professional on FINRA’s BrokerCheck.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Investor Disclosures

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Site Created by Tangram Sky Interactive