William CFP
Financial and Investment Strategy Associate at MEDIQUS Asset Advisors, Inc - Chicago, IL, United States
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MEDIQUS Asset Advisors, Inc
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About Us/The MEDIQUS Way(sm)We developed a consistent process designed to accomplish your objectives. The MEDIQUS Way(sm) Educate: The first step is for us to become educated about your unique needs. Understanding the "whole picture" is critical when working with medical organizations or retirement plan trustees. We then educate you about the hazards of today's environment, and shortcomings of your financial condition.Advise:Next we deliver unbiased advice that fits the situation. Implement:Next we implement strategies. Planning is of little value without action. We offer: •Investment Advisory Service. Our asset allocation service utilizes "no load" and institutional mutual funds or exchange traded funds (ETFs), all on a "fee only" basis. •Retirement Plan Platforms. We coordinate investment selection, participant education, custodians, record keepers, and third party administrators to simplify retirement plan platforms.Deliver Long Term Results:Finally, we deliver long-term monitoring, evaluation and guidance. As situations change (personally, professionally, or economically) we are committed to guide you toward your goals.