Ftacek Financial Services, LLC.

Ftacek Financial Services, LLC. Two decades of experience tailoring financial solutions for you or your business. Please visit our website for disclosures: ftacekfinancial.com/disclosures/

We specialize in corporate retirement plans such as 401k, Profit Sharing,Cash Balance, and ESOPs. Boutique Financial Solutions for Your Unique Needs! 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. For over 28 years, we’ve helped clients simplify complex

financial decisions with clear strategies focused on growth, protection, and long-term legacy. As business owners ourselves, we understand the importance of tailored solutions—not cookie-cutter products. Whether it’s designing a retirement plan for your company, building a tax-efficient investment strategy, or navigating succession, we create customized plans that reflect your unique goals. Our core services include:
• Wealth Management & Investment Planning
• Business Succession & Exit Strategies
• Estate & Legacy Planning
• Retirement Plan Design & Fiduciary Oversight
• Tax-Aware Strategies & Family Governance
• Alternative Investment Solutions

We work closely with your CPA, attorney, and other trusted professionals to ensure all parts of your plan work together. We also monitor and adjust your strategy over time as your life, business, and financial landscape evolve. Outside the office, I love spending time with my wife and three children—whether that’s fishing, golfing, relaxing on a beach, or planning our next Disney adventure. We’re always looking to work with great people. If you need an advisor—or just 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, Illinois 60435

Tennessee Office: 302 Innovation Drive, Suite 310, Franklin, TN 37067

Summer Rally Already Over?Hey, what’s going on with markets?I’ve got some thoughts to share.Just a few short 30 days ago...
10/07/2022

Summer Rally Already Over?

Hey, what’s going on with markets?

I’ve got some thoughts to share.
Just a few short 30 days ago, we experienced the broad-based markets in rally mode and the thought of this summer’s selloff may finally be coming to an end. Not so fast...
https://www.ftacekfinancial.com/articles/summer-rally-already-over/

Hey, what's going on with markets? I’ve got some thoughts to share. Just a few short 30 days ago, we experienced the broad-based markets in rally mode and the thought of this summer's selloff may finally be coming to an end. Not so fast, the markets had different plans in store. Just b ...

09/04/2022

For those families, individuals, and caretakers, who have experienced the depths of Alzheimer’s Disease, please listen to JAY ALLEN and his song which you may relate to. He too, was impacted when he learned his mother was diagnosed with early onset Alzheimer’s Disease at the age of 51. Being a music artist, he poured his heart and soul into a song, which he credits God for bringing to him. This song, Blank Stares, pacts many of the emotions and helpless feelings we all feel while experiencing this disease. Since creating the song, Jay has agreed to have all the song’s proceeds donated to help in the fight to . With Jay’s help, he and his song have raised over $50 million dollars. I will challenge everyone who reads this, go out to your favorite streaming service and please ”buy” this song. Let’s push to make this one of the most downloaded songs of all time. Anything we can do to help the millions of families, individuals, and friends who are impacted by this disease and eventually find effective treatments, we will all be better off as a community. Thank you to Jay Allan and Kylie Morgan who made this evening one to remember, thank you to all who came out to show support, thank you sponsors, and thank you to all who read this, please follow through and buy the song, God Bless.

Today we honor all military personnel and first responders who gave the greatest sacrifice. They face down fear and run ...
05/30/2022

Today we honor all military personnel and first responders who gave the greatest sacrifice. They face down fear and run towards danger for their fellow countrymen and our freedoms. God bless you and God bless the USA.

05/05/2022

We broke down markets into a 5-minute read

Recession ahead? (hope inside)Today, a quick overview of what’s going on in the financial and economic world. Plus a dis...
04/28/2022

Recession ahead? (hope inside)
Today, a quick overview of what’s going on in the financial and economic world. Plus a discussion of the hunt for beauty in the mundane. Stocks seem to be caught in a volatile pattern as Q1 earnings season heats up. Something surprising could...
https://www.ftacekfinancial.com/articles/recession-ahead-hope-inside/

Address

Franklin, TN

Telephone

6155912490

Website

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