Eric M. Freckman, CFP®, CKA®
PresidentGuillaume and Freckman Inc.
Areas of Concentration
Asset Allocation, Banking, Cash Management and Budgeting, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Legacy Planning, Life Planning, Life Transitions, Mortgages, Planning for Owners of Closely-Held Businesses, Planning for Couples, Retirement Income Management, Retirement Planning, Risk Management, Securities, Small Business Planning, Social Security Planning, Socially Responsible Investments, Sudden Wealth Management, Tax Planning, Trust and Estate Administration, Wealth Management, Wealth Transfer, Young Professionals
Office Location
Guillaume and Freckman Inc.
24 S Bothwell St
Palatine, IL 60067-6118
Description
Having wealth is a great responsibility and it should be managed with purpose. We created the Purposeful Wealth Experience™ to address all aspects of wealth. Wealth is useless if there is not contentment in the heart or constant worry about money. It is also useless if there is no consideration of the long term impact. Our goal is that our clients would understand that wealth alone doesn`t accomplish anything. A holistic understanding must be achieved so that wealth can be used to its maximum potential. Our unique process was designed to bring clients through this experience.The LPL Financial representative associated with this page may only discuss and/or transact business with residents in the licensed states listed below.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Guillaume & Freckman, Inc are separate entities from LPL Financial.
Licensed in these states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
