LGBTQ+ couple in Logan Square, Chicago reviewing their financial plan
Chicago · Logan Square

LGBTQ+ financial planning for Logan Square

1099 income, a 2-flat you're renovating, and a partner with a W-2. The plan has to hold all three at once.

Schedule a free intro call 20 minutes · video or phone · no product pitch
Who this is for

Built for Logan Square LGBTQ+ households

Logan Square on the Northwest Side hosts a growing LGBTQ+ community — creative and tech freelancers, dual-income households, and a strong small-business scene.

  • S-corp question has been open too long.
  • First-home math against your 2-flat is unclear.
  • You and your partner haven't formalized and no one has done the tax math.
  • Cook County property-tax bill is over-assessed.

How we help Logan Square households

1099 + W-2 hybrid tax planning

S-corp vs. sole prop, quarterly estimates, solo 401(k) + SEP-IRA choice, and PTE elections handled proactively — so April isn't a scramble and next year's plan is already in motion.

First-home cash-flow reality check

Down payment source (RSU sale? gift? savings?), monthly payment stress-tested against a rate rise, and honest closing costs — before an agent talks you into stretching.

Cook County property-tax appeals

Cook County–style over-assessment is common. We run the appeal cadence and coordinate with a local attorney when the math warrants it — often meaningful dollars back over a decade of ownership.

FAQ

Logan Square planning FAQs

Ready to talk through your plan?

On a free intro call we'll walk through where you are, what you're trying to figure out, and whether an engagement makes sense — no pressure.

Schedule Your Intro Call

Important Disclosures: Aequitas Financial, LLC is a Registered Investment Adviser in the State of California. Registration does not imply a certain level of skill or training. More information about Aequitas Financial, LLC, including our investment strategies, fees, and objectives, can be found in our Form ADV Part 2, which is available upon request or through the SEC's Investment Adviser Public Disclosure website. The information provided on this website is for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, or any other sort of advice. Nothing on this website constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Before making any investment decisions, you should consult with qualified financial, legal, and tax professionals who can provide advice tailored to your individual circumstances.