Senior & Assisted Living Advisor Throughout Illinois

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Financial Advisors

Professionals who guide seniors through various financial issues.


Brandt Financial Concepts Inc.

assisted living services Brandt Financial Concepts Inc.

Caring and committed to clients and community since l983, Carol and Jim Brandt founded Brandt Financial Concepts, Inc., an independent firm with a focus on relationships and passion for helping others. The Brandt's, along with their amazing and caring staff, provide personal insurance and employee benefit solutions with investment advice and simple to complex financial planning services to individuals, business and practice professionals. Timeless personal and high touch service has created lasting relationships.

Imagine the Possibilities... Cutting-Edge Technology & Vital Resources from a Hands-On, Local & Experienced Team

  • Insure: Personal and business protection for Life, Medical, Global Travel, Dental, Disability, Retirement Income with solutions for covering Catastrophic and Chronic Illness costs
  • Invest: Straightforward independent advice and financial planning via education and engagement with an experienced, local and community minded team
  • Inspire: Attain better health, find financial and physical fitness, professional resources, organization, achieve goals, explore community, cultural arts, build relationships
No Long-Term Care Plan? Click Here!

134 W. Slade St.
Palatine, IL 60067

847-358-8600
carol@brandtfinancial.com
www.brandtfinancial.com


Edward Jones - Christine Burbidge

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Pfisterer Retirement and Insurance

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