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CALL FOR AN APPOINTMENT  630-620-9300

CALL FOR AN APPOINTMENT  630-620-9300

Secure Your Financial Future

Tactful and comprehensive financial strategy just for you.

Let’s Make a Plan

At Goldstone Financial Group, we have a process for building a financial strategy that gives you a firm foundation for pursuing your goals.

discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using our 5-Step GPS Process, we’ll examine your current financial situation and determine your retirement income needs.

plan

Receive a custom strategy designed to help you reach your unique retirement goals.

The result?

A tailor-made financial strategy you can feel confident about. Because the main thing we want you to worry about in retirement is how to use your time.

5-Step GPS Process

  • 1. Income Planning

    Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.

    • Social Security maximization
    • Income and expense analysis
    • Inflation, spousal and longevity plan
    • Retirement income strategies
    • Annuities
    • IRA rollovers
    • 401(k) rollovers (from current and previous employers)
  • 2. Investment Planning

    We’ll talk risk tolerance, portfolio fees (and how we may be able to reduce them), volatility control and our comprehensive money management approach.

    • Market volatility protection
    • Assessing your risk tolerance
    • Adjusting your portfolio to reduce fees wherever possible
    • Wealth management
  • 3. Tax Planning

    We’ll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your financial plan.

    • Strategizing ways to include tax-deferred or tax-free money in your plan
  • 4. Health Care Planning

    We’ll look at Medicare, Parts A, B and D, and long-term care options in order to address rising health care costs.

    • Long-term care strategies
    • Life insurance
    • Plan for protecting against climbing health care costs and long-term care needs
  • 5. Legacy Planning

    Together with qualified professionals, we’ll create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.

    • Create a plan to help your beneficiaries reduce or avoid probate
    • Maximize opportunities to reduce estate tax burdens
    • Trusts
    • Charitable giving
    • Estate planning
       

 


Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, email us at info@goldstonefg.com or call us at (630) 620-9300 today!