Palatine, IL (PRWEB) March 26, 2013
Guidant Wealth Advisors, a financial services firm specializing in wealth management and holistic, fee-based financial planning, is pleased to offer a complimentary financial plan in 2013 to any individual or family that has a minimum of one million in investable assets.
Guidant Wealth Advisors believes it is important to get a second opinion on finances.
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, including Senior Wealth Strategist, Tony DiMaso, CFP® and serves over 250 clients.
“A second opinion is an opportunity to verify if you are on track to accomplish your goals. It also is a great chance to ask questions.” said DiMaso.
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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