Secure Your Retirement Future Here in Franklin
GET STARTED
Here at Goldstone Financial Group, we believe financial advice should be more of a conversation and less of a transaction. Our advisors are honored to help the people of Franklin with honest, human-to-human guidance for those who are looking to grow. Whether you’re trying to build wealth, protect your assets, or deal with a major life decision, we’re here to provide planning through vision, strategy, and confidence.
Your future starts with understanding where you are today. With a Franklin financial advisor, you get a customized plan that aligns with your vision, values, and lifestyle. We make sure to hear you before creating a plan that puts you in a position for an enjoyable future.
At Goldstone, we don’t tell you what your objectives are; we’re here to help you accomplish them. With a financial planner in Franklin, you get advice that’s focused on your own needs— whether it’s getting debt under control, saving for college, or growing your investments.
We understand that financial planning is more than just numbers, it’s about feeling comfortable in the lifestyle you are building. That’s why our Franklin financial planners place their emphasis on long-term partnerships and not short-term profits. We stay with you, keep up to date, involved, and confident at every point along the way.
Retirement should be something you look forward to, not stress about. Our retirement planning in Franklin goes beyond savings plans so that you can be prepared for what life after retirement will be like. From healthcare planning to tax-efficient withdrawal planning, we help you protect your future lifestyle and still live comfortably today.
Whether you’re five years away or already in retirement, we’ll work with you to answer the big questions and make smart, sustainable decisions. When you have a trusted Franklin retirement advisor, retirement is a reachable goal with a clear plan, not a moving target.
Financial planning is not a process of taking a snapshot of your situation in life, but rather a chart of where you are going. At Goldstone, we understand life changes, and you financial plans should too. Our Franklin financial advisors provide ongoing guidance, periodic reviews, and proactive adjustments as your situation evolves.
We help with:
Our Franklin clients have their individualized plans carefully prepared with understanding and care. Having a good Franklin financial planner by your side not only lands you a plan, but a companion in your financial life that cares.
Whether you are new to planning or reassessing your goals, having a Goldstone financial planner in Franklin can make a substantial difference. We combine local insight and decades of experience to guide you toward a more secure future with informed, confident steps.
There’s no better time to get started building your plan than right now. A Goldstone Franklin financial planner is ready to help you accomplish long-term financial stability today.
At Goldstone Financial Group, we have a process for building financial plans that give Franklin residents a foundation for pursuing their goals. We’ll provide a tactful & comprehensive financial strategy just for you.
Schedule a meeting to sit down with us and discover what your ideal retirement looks like. Meet with us virtually or in our Franklin office!
Using our Goldstone Retirement Roadmap, we’ll examine your current financial situation and determine your retirement income needs.
Receive a custom strategy designed to help you reach your unique retirement goals.
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.
Schedule a Call
Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.
We’ll talk risk tolerance, portfolio fees (and how we may be able to reduce them), volatility control and our comprehensive money management approach.
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.
We’ll look at Medicare, Parts A, B and D, and long-term care options in order to address rising Healthcare costs.
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.