Goldstone Financial Group introduces a comprehensive wealth management strategy for pre-retirees in Chicago.
Oakbrook Terrace, United States - June 19, 2023 —
Goldstone Financial Group's latest offering aims to protect and grow an individual’s assets to prepare for a financially stable retirement. As such, the consultancy now offers a comprehensive wealth management strategy that combines tax-efficient investment instruments and expert advice from a team of experienced fiduciaries.
More information about Goldstone Financial Group is available at https://goldstonefinancialgroup.com/
Founder & CEO Antony Pellegrino says that wealth management has become even more important given today’s high inflation rates. Furthermore, new tax regulations might also pose a risk to one’s assets, especially when the time comes to withdraw their retirement accounts.
Pellegrino adds: “If you’re over the age of 35, you would be wise to begin the process of wealth management. As we always say, it’s better to plan your retirement before you retire as you have a longer and more flexible financial runway today.”
The financial advisory group stresses the importance of investments in growing one’s wealth. Hence, its wealth management plans focus on both short and long-term investments. This holistic approach enables clients to meet objectives like funding their children’s education while simultaneously securing their retirement.
Similarly, Goldstone Financial Group also optimizes a customer’s investment portfolio to minimize tax burdens. Part of this is optimizing one's Roth IRA and 401(k) accounts so they can be withdrawn tax-free once an individual qualifies to do so. By doing this, the firm allows account holders to retain more of their hard-earned investments instead of yielding them to the IRS.
Pellegrino notes that while investment advice has proliferated online, there are still distinct benefits of working with a licensed wealth management expert. He notes that Goldstone Financial Group is a fiduciary financial advisor, meaning it is required by law to offer advice that serves clients’ interests instead of its own. As a result, customers can have greater confidence in the financial decisions they make, as any anomalous behavior or service can be brought to a court of law.
In addition to wealth management, the company also offers a number of financial services, including estate, healthcare, and tax planning. To contact the advisory firm, interested parties may visit https://goldstonefinancialgroup.com/contact-us/
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States
Phone: +1-630-620-9300
Website: https://goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89100273
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