Helpful videos on Financial Planning and Investment Management:
We enjoy serving our clients and we're here answer any questions you may have. Please browse some of the videos we've prepared below to get insight on financial planning, investment management and customer service. If you have immediate questions or would like to talk with us please contact us or call 847.934.0010.
Purposeful Wealth Portal: Overview
A high-level look at the Purposeful Wealth Portal.
Purposeful Wealth Portal: Organizer
A detailed look at the organizer tab within the Purposeful Wealth Portal.
How To Read The Account Snapshot
Learn how to read each section of your custom Account Snapshot.
Real Financial Planning
Guillaume & Freckman is committed to providing you with personal, professional, and valuable financial planning services.
Client Relationships Interview
An interview with Eric and Mike on how they view client relationships.
Financial planning and understanding employee benefits.
Purposeful Wealth Portal: Spending
A detailed look at the spending tab in the Purposeful Wealth Portal.
How To Go Paperless
A step-by-step guide on how to go paperless on your accounts held with LPL Financial.
Financial Planning Interview
An interview with Eric and Mike about financial planning.
Financial planning and bringing clarity to complexity.
Market Update - Fall 2016
Some thoughts on the market for the next year, including common questions.
Nasdaq Closing Bell - April 22, 2016
Eric and Mike joined Private Advisor Group and LPL Financial at the ringing of the Nasdaq closing bell in Times Square.