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7 Ways SECURE Act 2.0 Could Affect Your Retirement

By Dariusz GodlewskiLegislation, Retirement Planning

SECURE Act 2.0 was signed into law at the end of 2022. Here are a few ways it could affect your retirement. After consumers throughout America were forced to endure…

2023-02-22

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2021 Limits for IRAs, 401(k)s and More

By Dariusz GodlewskiFinancial Planning, Legislation, Tax Planning

Numbers to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes,…

2020-11-19

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The CARES Act: 10 Things You Should Know

By Dariusz GodlewskiLegislation, News

The $2 trillion coronavirus economic stimulus bill is the single largest relief legislation in U.S. history, aimed at providing help for individuals and businesses affected by the outbreak. It was…

2020-04-16

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Dariusz Godlewski

Dariusz Godlewski is a local area radio personality and provides the greater Chicago community with important information on the many financial issues that affect people and their families.

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Northbrook, IL 60062

15255 S 94th Ave., 5th floor
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(847) 312-3454

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DGodlewski@BrookstoneAdvisor.com

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 Kaizen Wealth Advisors 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.
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*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) awarded on July 8th 2021, for the 2021 year, 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. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients including factors such as assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. The award does not evaluate the quality of services provided and is not indicative of the award winner’s future performance. 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. For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com/.
The Polish American Congress Business Award was given on October 30th, 2022 by Polish-American Congress, Illinois Division for overall excellence in business leadership, community involvement, and contributions to the Polish-American community in Illinois. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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DGodlewski@BrookstoneAdvisor.com