Broker Check

Our Values

We are committed to providing our clients with a unique and fully integrated financial and retirement plan in the very communities in which we are so deeply rooted. We coordinate tax, estate, and investment strategies by using advanced technology to reduce our client’ risk and increase their probability for success.

Fiduciary Pledge:

"I pledge to exercise my best efforts always to act in good faith and in the best interests of my clients and will act as a fiduciary. I will provide written disclosure, in advance, of any conflicts of interests that could reasonably compromise the impartiality of my advice. Moreover, in advance, I will disclose all compensation I will receive because of the products and services I provide you, and all fees I pay to others for referring you to me for the products and services I offer you. I recognize that you rely upon me, and are compensating me, for trustworthy advice; therefore, I acknowledge that this pledge covers all the products and services provided in this engagement.”

Jason Glisczynski, CFP®, CAS®

Investment Advisor Representative

Jonathan Steffen

Investment Advisor Representative