Our inheritance management expertise aims to assist them into a smooth transition with sound financial decisions and a long-term view of their financial goals.
Palatine, IL (PRWEB) December 06, 2013
Guidant Wealth Advisors, a financial services firm specializing in wealth management and comprehensive fee-based financial plans, is pleased to announce that they offer a comprehensive inheritance management service. Guidant Wealth Advisors believes that an important step in the inheritance process is taking a step back and getting professional advice. Guidant understands that an inheritance has the power to influence the rest of a client's life. Ideally an inheritance is integrated into a client's life to assist them in achieving their long-term financial goals. Since opening its doors to Chicago’s northwest suburbs in 1993, Guidant has served as vigilant guides assisting clients to make sound decisions about their wealth and legacy.
Frank T. Patzke, CFP® is the President at Guidant Wealth Advisors, a Registered Investment Advisory firm. Based in Palatine, Illinois and serving the surrounding communities including: Arlington Heights, Barrington, Northbrook and a nationwide client list, the firm is comprised of eight individuals and serves over 250 clients.
“We understand that inheritance management is a significant service for anyone that inherits wealth and is facing conflicting financial and emotional responses,” said Patzke. “Our inheritance management expertise aims to assist them into a smooth transition with sound financial decisions and a long-term view of their financial goals.”
About Guidant Wealth Advisors
Your Goals, Our Guidance
Guidant Wealth Advisors, now celebrating its 20th anniversary, offers responsive, knowledgeable and unbiased guidance to assist clients to make sound decisions about their financial life.
Guidant Wealth Advisors' expertise is in more than wealth management and investment asset allocation. Guidant provides comprehensive fee-based financial planning and specializes in retirement strategies and inheritance management.
Guidant is sensitive to each client’s unique financial needs and specializes in wealth management for individuals and families with assets of one million to ten million.
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.