Tax, retirement, estate, and wealth-transfer planning coordinated with your investment strategy. Boutique Wealth Management Built Around Your Goals
Welcome to Ftacek Financial Services, LLC. We are a boutique, fee-based wealth management firm specializing in personalized planning for successful families, business owners, and entrepreneurs. The firm was founded in 2007, and I have worked in financ
ial services since 1997. Over that time, we have helped clients simplify complex financial decisions with clear strategies focused on growth, protection, and long-term legacy. As business owners ourselves, we understand the value of tailored solutions, not cookie-cutter products. Whether you need a retirement plan for your company, a tax-efficient investment strategy, or a succession plan, we build customized strategies that reflect your goals. Our core services include:
-Wealth Management and Investment Planning
-Business Succession and Exit Strategies
-Estate and Legacy Planning
-Retirement Plan Design and Fiduciary Oversight
-Tax-Aware Strategies and Family Governance
-Alternative Investment Solutions
-We work closely with your CPA, attorney, and other trusted professionals so every part of your plan works together. We also monitor and adjust your strategy over time as your life, business, and finances change. Outside the office, I enjoy time with my wife and three children, whether that is fishing, golfing, relaxing on a beach, or planning our next Disney trip. We are always looking to work with great people. If you need an advisor, or want a second opinion, give me a call. Let's talk about how we can help you move forward with confidence. Branch Locations
Illinois Office: 1000 Essington Road, Joliet, IL 60435
Tennessee Office: 302 Innovation Drive, Suite #310, Franklin, TN 37067