A retirement planning advisory consultancy based in Oakbrook Terrace, IL (630-620-9300) announces an expansion of its services for clients in the area looking to set up and manage annuity arrangements.
Goldstone Financial Group’s latest announcement underscores its specialism in lifetime income planning, developing strategies to protect assets during one’s lifetime and beyond. With its combined expertise in retirement finance, the team helps clients develop a resilient plan to keep their assets intact even in today’s volatile market.
More details can be found at https://goldstonefinancialgroup.com/
The announcement outlines the team’s core strategies of discovery, evaluation, and planning, building its work upon a detailed exploration of a client’s current financial situation and putting together a proposal that meets their goals. The Goldstone team offers consultations via telephone or in person at the Oakbrook Terrace office – just 30 minutes from downtown Chicago.
Sales of annuities in the US soared last year, totaling $310.6 billion as per a Life Insurance Marketing and Research study. With uncertainty rife in the financial markets, more consumers favored fixed-rate annuities over variable ones, with independent broker-dealers being their preferred sales channel. Fixed annuities allow customers to lock in an interest rate over a long period.
Goldstone specializes in annuity plans as well as rollover strategies for IRA and 401(k) assets and can incorporate both insurance and investment opportunities for a steady income during retirement. Advisors can also talk clients through strategies for dealing with inflation and maximizing social security benefits.
The team’s expertise also extends to tax minimization, reducing IRS payments for an increased income or a larger legacy for loved ones. Goldstone can also advise on tax deferrals and healthcare planning.
As fiduciary financial advisors, Goldstone agents are legally obligated to only offer advice that is in the best interests of clients – irrespective of whether or not the consultancy stands to benefit. This builds a partnership of trust and transparency, highlighting why so many retirees in the Chicago area choose the Goldstone approach.
A spokesperson says, “Our experienced team at Goldstone Financial Group, will work with you to create an effective financial strategy focusing on: Wealth Management, Short & Long-Term Investment, Tax Advantages, and Financial Trust. We believe it’s important for our clients to understand everything we do because when life happens, your goals and financial needs may change.”
Additional details can be found at https://goldstonefinancialgroup.com/contact-us/