Secure Your Financial Future

Tactful and comprehensive financial strategy just for you.

GOLDSTONE FINANCIAL GROUP

Lifetime Income Planning
It’s no secret that people are living longer today. In fact, studies show that Americans may need their retirement nest eggs to last 25 to 30 years1 — a clear indication that retirement income plans are no longer just for the wealthy.

Lifetime Income Planning

Are you planning for retirement properly?

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.

EXAMPLE
Amount of savings needed for retirement
Monthly income
Savings after 20 years
Savings after 30 years
$1,000.00
$166,696.00
$212,150.00
$2,000.00
$333,392.00
$424,300.00
$3,000.00
$500,087.00
$636,450.00
$4,000.00
$666,783.00
$848,601.00
$5,000.00
$833,479.00
$1,060,751.00
$6,000.00
$1,000,175.00
$1,272,901.00
$7,000.00
$1,166,871.00
$1,485,051.00
$8,000.00
$1,333,567.00
$1,697,201.00
$9,000.00
$1,500,262.00
$1,909,351.00
$10,000.00
$1,666,958.00
$2,121,501.00

While it’s good news that people are living longer than ever before; however, 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.

Let's talk

We are always on your side

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.

Let's talk

We're by your side as partners

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.

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.