Jason Glisczynski

CFP®, CAS®
Personal Finance, Retirement, Investing
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“I Work For You”
Firm:

Glisczynski & Associates

Job Title:

Investment Advisor Representative, CFP®, CAS

Biography:

Jason is an independent Investment Advisor Representative and fiduciary.

Jason is a Certified Financial Planner™ practitioner. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

As a retirement income planner Jason's knowledge and understanding of the steps necessary to maximize his clients' Social Security, pension, 401(k), and other benefits makes him an ideal planner to work with. Jason is committed to researching various investment tools and strategies to help clients maximize their retirement income.

Jason carries a Certified Annuity Specialist (CAS) designation from the Institute of Business and Finance. The CAS designation is designed to reflect strong fixed index, traditional fixed-rate and variable annuities knowledge. Although index annuities are not right for everyone, they can be a powerful tool when applied in the proper situation.

Jason utilizes a multitude of investments and strategies with clients including traditional bank CDs, FDIC insured Market Linked CDs, annuities, structured notes, hedged equity strategies, defensive switching strategies, volatility triggered trading, and High Probability Options Strategies. By blending a mixture of stock market tools alongside accounts with guarantees, backed by the federal government or insurance companies, Jason strives to provide his clients peace of mind knowing that their accounts are within their risk tolerance and operating efficiently.

In his off time, Jason enjoys spending time with his beloved wife, Clair. They enjoy backpacking, biking, golfing, camping and fishing. Clair and Jason are members of the Celebrate Plover Foundation board of directors. Jason gives back to the community in several ways. He is a Finance Committee Member for the Celebrate Plover Foundation, Finance Committee Member for The Boys and Girls Club of Central Wisconsin, Treasurer for the Central Wisconsin Symphony Orchestra, and an instructor and member of The Society for Financial Awareness (SOFA). Jason hosts a Sunday Morning education radio show on 99.9 FM and 550 AM called retire PREP, Personal Retirement Education Program. 

Education:

BASc, Business and Accounting, University of Wisconsin-Stevens Point

Assets Under Management:

$33 million

CRD Number:

4413537

Insurance License:

#2400494

Disclaimer:

Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard. 

 Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Glisczynski and Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. 

Information provided is for educational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. 

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October 2017
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    Retirement, Retirement Plans
How conservative should my portfolio be as I approach retirement?
50% of people found this answer helpful

High returns are generally not the key to success in retirement planning.  Growing your money during your working years a higher return has a bigger impact, however, when retired and withdrawing your money the preservation of what you have already saved is more important.  Avoiding a large loss is generally far more important than having a high return.  For example, if there are two investors and one of them earns 4% and the other earns 8%, you may only extend your retirement dollars (when you will run out of money) by 4 to 6 years.  The risk you must take in increase your return from 4% to 8% could be substantial. In addition, a large loss could shave off as much as 15 years from your retirement income needs.  The key to success is managing risk, and having a well laid out written plan covering all aspects of your retirement such as taxes, social security, estate planning and insurance to make sure you have the highest probability of success as possible. 

September 2017
    Investing, 401(k), Stocks
What are the risks in investing in my employers' Class A shares?
43% of people found this answer helpful
September 2017
    Stocks, Taxes
When I sell stock that is in an IRA account, am I taxed when the stock is sold or when I receive the proceeds?
33% of people found this answer helpful
September 2017
    Career / Compensation, Financial Planning, Estate Planning
If all of my income is in a deferred compensation plan, will I still be able to make itemized deductions?
25% of people found this answer helpful
August 2017
    Social Security, 401(k), Tax Deductions / Credits
What constitutes earned income when it comes to a Social Security benefit reduction?
25% of people found this answer helpful
August 2017