Education & Resources
For both personal wealth and institutional fund management.
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Personal Wealth Management
Second Opinion Service for Personal Wealth Management
Sometimes it’s helpful to get a second opinion on your finances. Here’s how Mediqus can help.
Financial Discovery for Personal Wealth Management
✓ How much income will you have in retirement?
✓ How your investments can earn more with less risk?
✓ How can you protect your assets from frivolous lawsuits?
Living Expenses Budget Tool for Personal Wealth Management
In order to plan for the future, you need clarity on how you are spending your money now.
Financial Guide to Approaching Retirement
Preparing for retirement is one of the most critical aspects of wealth management. This guide is designed to identify many of the important elements.
A Roadmap for “When I’m Gone”
Ensuring family and decision makers have adequate information about your assets, liabilities, and intents is an important piece of your estate planning
Institutional Fund Management
The Five Things
Every Reserve Fund Needs
At some point, every non-profit will face unexpected costs. Here are five things your reserve funds needs so you can have the peace of mind that your organization is taking the right approach.
The Benefits of an Advisor
While Managing Institutional Funds
An investment advisor should provide value in additional areas for your organization such as governance, operations, and can even play a role in fundraising.
Second Opinion Service for Medical Nonprofit Fund Management
Sometimes it’s helpful to get a second opinion on your nonprofit’s fund management. Here’s how Mediqus can help.