Ashlee Walton is a seasoned financial planner with over a decade of expertise in crafting comprehensive financial strategies, including tax minimization on your investments. She navigates the intricate terrain of planning with precision and care.
Ashlee finds balance beyond her career, cherishing moments with her husband and daughter.
An avid outdoor enthusiast, she finds solace in hiking, Jeeping, and canoeing, and her green thumb shines at home in her gardens. Her weekends often revolve around family fun in the backyard, brunches on sunlit patios, or camping excursions under the stars. With a passion for both financial security and outdoor exploration, Ashlee embodies a harmonious blend of professional acumen and adventurous spirit.
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy please contact us today.
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Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG). Advisory services are only offered to clients or prospective clients where GFG and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns and investing involves risk and possible loss of principal capital. No advice may be rendered by GFG unless a client service agreement is in place. Services will only be provided in states where GFG is registered or may be exempt from registration. Registration does not imply any level of skill or training.
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
“The Changing Story of Retirement” report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
* Goldstone Financial Group utilizes third-party marketing firms to secure media and publication appearances. Features and appearances may be marketing paid for by Goldstone direct to the media channels and publications listed above. The network and publication appearances listed do not represent any endorsement, level of expertise, recommendation, or any affiliation with Goldstone Financial Group.
Goldstone applied and paid an application fee to be considered for the Inc. 5000 Fastest Growing Companies. The award results were independently evaluated and determined by the Inc. 5000 criteria. Additional information regarding the Inc. 5000 program and full eligibility criteria can be found here.
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Goldstone was certified as a ‘Great Place to Work’ in March 2023 after a two-step process including anonymous employee surveys and a questionnaire regarding our workforce. A subscription fee was paid by Goldstone to access the survey website, but no fee was paid to receive the certification. Additional information regarding the Best Places to Work Award and the complete eligibility criteria can be found here.
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