Ep91: Planning with Purpose

Jason Glisczynski primarily works with business owners, executives, and people in leadership roles in the manufacturing industry using his Central Prosperity™ process. This methodology consists of investment consulting, advanced planning, and professional relationship management. Jason’s has nearly 20 years of advisory experience, is a CERTIFIED FINANCIAL PLANNER™ professional, an Investment & Wealth Institute® member, and author of the International Best Selling Book Planning with Purpose: Solving Your Unique Retirement Puzzle. His advanced planning approach addresses the 5 key financial concerns of successful individuals and families: making smart decisions with money and when investing, mitigating taxes, protecting their loved ones, their heirs, their legacy, preventing assets from being unjustly taken through litigation, divorce, or uncovered risks, and maximizing charitable gifts. Listen to this insightful RIA episode with Jason Glisczynski about planning with purpose. Here is what to expect on this week’s show: - How it’s important for business owners to have a plan for transitioning the business to someone else. - Why business owners really need to understand their timeline for exiting their business. - How it’s important to know where you are financially both in your business and in your personal life. - Why it’s important for professionals to know they can work with other professionals. - How business owners need to create good and easy to understand content for different forms of media. Connect with Jason: Links Mentioned: https://silvertreeplan.com/ Facebook https://www.facebook.com/people/Silvertree-LLC-Retirement-Planning/100063469914198 LinkedIn linkedin.com/compay/silver-tree-llc Investment Advisory Services offered through Brookstone Capital Management (BCM) LLC, a Registered Investment Advisor. Silvertree, LLC and BCM are separate companies.