Goldstone Financial Group (630-620-9300), a trusted financial planner serving Chicago, has expanded their retirement income and legacy planning services.
-- Goldstone Financial Group is pleased to be ensuring that their comprehensive and tailored retirement planning services focus on both retirement income planning—including investments, tax and health planning—and legacy or estate planning.
More information is available at https://www.goldstonefinancialgroup.com/financial-planning-advisor-chicago-fulton-market/
As the way retirement works has evolved—with simply having a pool of savings no longer allowing most people to retire well, and with fewer and fewer older Americans being able to live from government benefits—Goldstone Financial Group has taken a wider view of income generation that incorporates diverse sources including 401(k)s, Roth IRAs, annuities and social security.
Because their income planning services are essentially about comparing a retiree’s expected income with their expected expenses, their services also incorporate investment, tax and healthcare planning. With this, Goldstone can help clients generate income through investments, help reduce liabilities with proactive tax planning and prepare for future medical costs through tailored healthcare strategies.
They can thus create a personalized and sustainable income strategy that aligns with each client’s anticipated needs throughout retirement.
A spokesperson for Goldstone said, "We provide our retirement clients with diverse portfolios aimed at helping Chicago locals and transplants alike enjoy their hard-earned cash afterlife in the workforce. Our retirement advisors pride themselves on setting up Chicago retirees not only to survive but to thrive and truly enjoy the fruits of their labor."
By doing so, the financial planners can also help clients ensure their income will allow them to achieve their financial goals, which often focus on their estate.
As such, Goldstone Financial Group has also announced their renewed focus on legacy planning. Studies affirm that inherited wealth is now the most significant factor in the financial success and stability of America’s younger generations. As one key report by The Economist recently cited, today as the Great Wealth Transfer from the Baby Boomer generation begins, inheriting is becoming nearly as important as working.
The Goldstone team knows that today’s retirees and pre-retirees are extremely conscious of what they can leave behind for their children and grandchildren, and want to ensure that the income that they have generated over their lifetime can be preserved; protected from both heavy taxation and other losses, and divided according to their wishes.
The financial planners do so by utilizing a combination of trusts, wills, tax-efficient strategies and beneficiary planning to ensure assets are transferred smoothly and securely to the next generation.
For more information, visit https://www.goldstonefinancialgroup.com/
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road, Oakbrook Terrace, Illinois 60181, United States
Phone: +1-630-620-9300
Website: https://www.goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89170521
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