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A local, independent, family-owned resource for personal insurance, employee/executive benefits, investment advice,* financial planning and inspiration since 1983. With cutting edge technology and wealth of vital resources, being independent, we leave no stone unturned.
President, Carol Brandt and team focus on health, wealth, fitness and longevity. Medical coverage/Medicare leave huge gaps in covering home or facility care due to chronic illness disability. Life insurance with immediate living benefits is just 1 of 3 solutions.
Financial advice and planning is led by Jim Brandt, Vice-President, CFO. Jim’s passion is educating others in the community, teaching disaster preparedness, while helping private clients and businesses create fluid financial plans with tax-efficient investment strategies for accumulation and distribution phases of life.
Brandt Financial Concepts’ Infinity Benefit Platform ends frustrations/multiple meetings with real-time analytics modeling employee benefit/funding options in one meeting. Smarter decisions in less time. Everplan – a secure cloud–based complimentary membership to organize, archive and share all that your loved ones need – all right there – in the event you’re not.
*Jim Brandt and Carol Brandt offer securities and Jim Brandt offers investment advisory services through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. 134 W. Slade St., Suite One, Palatine, IL 60067, 847-358-8600.