Guy Eckman, Cfp® Email & Phone Number

Milwaukee, Wi, Us

Milwaukee, Wisconsin, United States

• Advise clients on all aspects of their balance sheet including investment accounts, cash management, qualified plans, partnerships and real estate• Create and update comprehensive financial plans for high-net-worth individuals and families in order to maximize client objectives and ensure they are aligned with lifestyle goals• Review, prepare and file tax returns while implementing tax saving strategies• Utilize ‘Lacerte’ ‘Investment Proposal Center’, ‘Portfolio Center’, ‘Moneyguide Pro’, ‘Orion’, ‘Advisor Engine CRM’ and ‘YCharts’ programs

Having seen firsthand what the impacts of having a sound financial plan can do for a family, I strive to provide my clients with the proper tools and expertise to take on whatever challenges may arise in life. Each individual I work with has a unique set of circumstances that requires a personalized plan. I take pride in getting to know my clients and building customized financial plans to ensure that their finances work as hard as they do.Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Midwest Heritage Financial Advisors. Midwest Heritage and Securities America are separate entities. NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE – NOT A DEPOSIT – NOT INSURED BY ANY GOVERNMENT AGENCY This site is published for the residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third-party comments may not be representative of all client experiences. Please see website for full disclosures: https//mhbank.com/personal/investments/.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Des Moines, Iowa Area

- Compiled and reviewed relevant financial documents in order to identify opportunities for investment, risk management, and retirement planning- Developed deliverables for client meetings such as investment analysis, cash flow analysis, income tax analysis, risk management analysis, balance sheets, and estate plan flowcharts- Utilized 'eMoney' software to build plans

Des Moines, Iowa Area

- Worked with a team of individuals to book daily cash flows, monitor client accounts, conduct periodic reconciliations, and execute currency exchanges- Collaborated daily with Principal offices overseas- Utilized 'Charles River', 'Security Move', 'Electra', 'Porita', and 'Eagle' programs

West Des Moines, Ia

- Supported two financial advisors in their day to day operations of running a comprehensive financial planning firm- Provided timely research and reporting for client meetings- Established an organized way of transferring sensitive information electronically- Utilized 'Investment Proposal Center', 'Portfolio Center', 'Navi Plan', and 'Morning Star' programs to analyze ETF/Mutual Funds while creating monthly and quarterly reports

Marketing, Business Law Concentration

Drake Presidential Scholarship and Faculty Nomination for CBPA Leadership Award Division I Missouri Valley All-Conference, Track & Field

Education record