Most folks don’t have a plan in place. Schedule a call and we can build together a tactful and comprehensive financial strategy just for you.
While it’s good news that people are living longer than ever before, a drawback to a longer life is the greater possibility of outliving your savings. At Goldstone Financial Group, we’re committed to helping you develop a strategy that you cannot outlive — one that continues to work for you no matter the market environment.
In fact, Goldstone specializes in providing alternative solutions for your IRA and 401(k) rollovers. We can help you design an income strategy that helps conserve and grow your rollover assets, as well as incorporates insurance and investment vehicles to create opportunities for guaranteed income throughout your retirement. We think of it as an income strategy to help you bridge the “paycheck gap” in retirement.
1 Social Security Administration. “Benefits Planner: Life Expectancy.” Accessed May 5, 2017.
2 Statistic Brain. Jan. 3, 2016. “Retirement Statistics.” http://www.statisticbrain.com/retirement-statistics/. Accessed Aug. 31, 2017.
Neither the company nor its agents or representatives may give tax, legal or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained here shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
Goldstone specializes in providing alternative solutions for your IRA and 401(k) rollovers. We can help you design an income strategy that helps conserve and grow your rollover assets as well as incorporate insurance and investment vehicles to create opportunities for guaranteed income throughout your retirement. We think of it as an income strategy to help you bridge the “paycheck gap” in retirement.
In fact, Goldstone specializes in providing alternative solutions for your IRA and 401(k) rollovers. We can help you design an income strategy that helps conserve and grow your rollover assets as well as incorporates insurance and investment vehicles to create opportunities for guaranteed income throughout your retirement. We think of it as an income strategy to help you bridge the “paycheck gap” in retirement.
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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.
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