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The latest news from Guidant
September 2014

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USA Today Recognizes Guidant Wealth Advisors

Guidant Wealth Advisors and the firm’s President, Frank T. Patzke, are part of the First 100 Financial Advisors and Firms to receive the 2014 Women’s Choice Award. This prestigious award spotlights our commitment and service excellence to female clients. USA Today acknowledged this honor in a special publication. Continued here...

When Will You Begin Taking Social Security Benefits?

Do you know exactly how social security impacts your retirement plans? Guidant Senior Wealth Advisor and CFP®, Tony DiMaso, explains what to expect from your benefits depending on when you file, who you are sharing them with, and the fluctuating earnings limitations.

Read more here...

Celebrating 15 Years

Do you know our Director of Client Services, Marcia Parker? You have likely heard her friendly voice on the other end of the line, especially if you have called our office in the last 15 years. If you haven’t already, we hope that you get to know Marcia in the future – she is a joy to be around and who we consider a champion of our clients.

Pssst...ask her about beekeeping next time she calls.

Pictured: Top L-R (Tony DiMaso, Jackie Swanson, Frank Patzke, Irene Biddle), Bottom L-R (Bernadette Posen, Marcia Parker, Susan Carsello)
Not Pictured: Brian Gosell (he was taking the photo)

Widows + Widowers: Moving Forward Financially

When a man or woman loses a spouse, it can be an overwhelming time to deal with important financial decisions. Guidant Wealth Advisors offers this advice for those who have been affected by loss but must plan for the new road ahead.

Learn more

A New Chapter

When Irene Biddle, Accounts Coordinator, announced that her daughter, Natalie, would be leaving for college in the fall, we knew we had to tell the world. Because each member of our firm is like a member of the family, we feel like this is truly a big win for our extended family. Congratulations to Natalie who is attending Eastern Illinois University with a focus on Special Education for High School. We couldn’t be more proud!

Pictured: Irene Biddle and daughter, Natalie

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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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