GPS to Retirement Planning

Secure Your Financial Future

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

1. Discover

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

2. Evaluate

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

3. Plan

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

GPS to Retirement planning

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

Our Impact

Schedule a Meeting

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.