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Warsztaty poprowadzi Dariusz Godlewski

Dariusz Godlewski, RFC
dgodlewski@brookstoneadvisor.com
847-312-3454
ZaplanujFinanse.com

Prezydent i założyciel firmy Financial Wealth Alliance, która już od 14 lat współpracuje z setkami zadowolonych rodzin na terenie całego Chicago, jego okolic a także całych Stanów Zjednoczonych. Licencjonowany doradca finansowy, działający jako niezależny specjalista w oparciu o tzw. „fiduciary duty”, dba przede wszystkim o najlepszy interes klienta i jego bezpieczną przyszłość finansową.

Dariusz wierzy, że efektywna współpraca z klientami jest procesem długotrwałym, który powinien opierać się na systematycznej komunikacji, pozwalającej na dokładne określenie celów finansowych klienta. Dariusz zasłynął w środowisku polonii amerykańskiej ze swoich audycji radiowych Zaplanuj Finanse, w których co tydzień przedstawia najnowsze doniesienia ze świata finansów a także omawia najważniejsze zagadnienia w zakresie planowania emerytalnego i inwestycyjnego.

Agnieszka Tiara, MBA
Investment Adviser Representative

Agnieszka Tiara dołączyła do Financial Wealth Alliance w 2014 roku. Tytuł magistra uzykała na Uniwersytecie North Park w Chicago w 2009 roku. Agnieszka, jako Doradca Finansowy, Notary Public oraz Dyrektor do Usług Inwestycyjnych zapewnia klientom najwyższy poziom wsparcia i doradztwa w dziedzinie planowania emerytalnego, spadkowego, podatkowego, inwestycyjnego, opieki długoterminowej, ubezpieczeń na życie i annuities. Jej wykształcenie, 15-letnie doświadczenie w branży finansowej oraz liczne licencje (life, health, property casualty, series 65) czynią ją kluczowym członkiem naszego zespołu.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Financial Wealth Alliance 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.

Registered Investment Advisors and 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 make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. The content of this website is provided for informational 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. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), should not be construed as an endorsement of the wealth manager by Crescendo Business Services or any client nor are they representative of any one client's evaluation. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. For more information on the FIVE STAR Award and the research/selection methodology, go to: https://fivestarprofessional.com/wmresearch. It is important to note that the sponsor of the award, may send nomination letters to thousands of candidates that do not respond. Therefore, claims that the award is prestigious and other similar statements may be misleading. Additionally, although Wealth managers do not pay a fee to be considered or awarded; the recipient may have to compensate Crescendo for the use of their proprietary material. Crescendo is a for-profit entity.