We can provide insights into common mistakes D.I.Y. investors often make
Palatine, IL (PRWEB) April 19, 2013
Guidant Wealth Advisors, a financial services firm specializing in wealth management and holistic fee-based financial plans, is pleased to announce they will host an Asset Allocation Q & A event for Young Professionals on Saturday, August 3, 2013 at 9 a.m. to 10:15 a.m. 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®, MBA, RMA is the founder and President of Guidant Wealth Advisors, a Registered Investment Advisory firm. Based in Palatine, Illinois and serving the surrounding communities including: Arlington Heights, Barrington, Buffalo Grove and a nationwide client list, the firm is comprised of eight individuals and serves over 250 clients.
“Many Young Professionals are D.I.Y. investors and are interested in understanding the right investments for them,” said Patzke. “We can provide insights into common mistakes D.I.Y. investors often make to help them work toward their financial goals.”
About Guidant Wealth Advisors
Guidant Wealth Advisors, now celebrating its 20th anniversary, offers responsive and highly personal financial guidance from knowledgeable and reliable professionals.
- Specializing in wealth management for individuals and families with assets of one to ten million
- Fee-based financial planning for investment management that is sensitive to each client's unique financial needs
- Offering integrated strategies for advanced retirement planning
- Providing a unique survivorship program to assist with settling estates
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.
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