Independent fiduciary wealth management serving business owners, retirees, & high-net-worth families since 1997. Disclosures: ftacekfinancial.com/disclosures/
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
07/03/2026
Two hundred fifty years. From the signers in Philadelphia to the flag over Iwo Jima, from Kitty Hawk to the Moon, from the farm fields to the front lines.
What makes this nation great is not that nothing ever went wrong. Plenty did. It is that we never backed down and never abandoned the plan. When we got it wrong, we amended, we strengthened, and we moved forward. That is the discipline that built 250 years of progress, and it is the same discipline that builds lasting wealth.
Happy 250th Independence Day from our family to yours. 1776 to 2026.
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/
Summer Rally Already Over? | Ftacek Financial Services, Inc.
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.
06/21/2022
Well, it happened. Like suggested in our earlier letters regarding continued market volatility this year, markets continued their wild ride, and here we are... https://www.ftacekfinancial.com/articles/bear-market/
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.
Want your business to be the top-listed Accountant in Franklin?
07/03/2026
11/23/2022
11/03/2022
10/07/2022
05/30/2022