Chicago-based retirement planning firm Goldstone Financial Group has announced three new Tennessee offices in Nashville, Brentwood, and Franklin. The company has also expanded its team of senior financial advisors, allowing it to extend the same services as it offers in the wider Chicagoland region, including current retirement savings vehicles, tax minimization strategies, and short- and long-term investment guidance.
More details can be found at https://goldstonefinancialgroup.com/
Goldstone Financial Group’s recent announcement comes as the firm sees continued growth, which it attributes to increasing concerns about retirement savings shortfalls. Operating in accordance with the fiduciary standard, the firm’s goal is to offer the most up-to-date retirement planning advice designed to help clients secure their financial future.
A central aspect of Goldstone’s new Tennessee offices is to explain the range of retirement savings vehicles that are currently available and the tax implications of each option. As an example, the firm points out that qualified annuities are subject to standard income tax rates when a withdrawal is made, while Roth IRA annuities are funded with after-tax dollars, minimizing later taxation rates.
Goldstone’s new locations will focus on developing customized retirement savings plans that take account of individuals’ financial circumstances and the current regulatory landscape. The company highlights a 2023 Retirement Confidence Survey from the Employee Benefit Research Institute, which revealed that 80% of workers and retirees are concerned about the impact of inflation.
In addition to annuities, Goldstone’s latest services cover a variety of potential retirement income sources, including IRA and 401(k) plans, investments, rental income, and pensions. The firm’s senior advisors specialize creating diverse investment portfolios, with the aim of securing more stable and reliable retirement incomes streams.
The recent addition of three Tennessee locations builds on Goldstone’s existing network, which includes Hoffman Estates, Northbrook, Lake Forest, Orland Park, and corporate headquarters in Oakbrook Terrace.
“We understand retirement income planning is a complex process that requires expertise and knowledge of various financial products and strategies,” founder and CEO Anthony Pellegrino explained. “Goldstone Financial Group can help clients develop a plan that maximizes their income sources, minimizes taxes, and provides for your essential expenses.”
Interested parties can find more information by visiting https://goldstonefinancialgroup.com/contact-us/
Goldstone Financial Group
18W140 Butterfield Road
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