Forest Hills, TN Investment Advisor For Estate Planning, Services Updated

Photo of author

Goldstone Financial Group (630-620-9300), an established financial planner catering to clients in Forest Hills, Tennessee, announces its investment advisory service for estate planning.

With Goldstone Financial Group’s newly announced five-phase Retirement Roadmap service, they are now assisting working and retirement-age individuals who want to develop a comprehensive financial plan that will see them comfortably through their golden years. This comprehensive retirement planning strategy encompasses income planning, investment planning, tax planning, healthcare planning, and, now, legacy planning.

More information is available at

Goldstone Financial Group has now integrated legacy, or estate planning, into their Retirement Roadmap service because they appreciate that, to many working and retirement-age individuals, good retirement planning doesn’t only mean caring for one’s self during one’s lifetime. It also means caring for children and future generations.

As inheritance is now one of the most significant ways to ensure intergenerational wealth and prosperity – in some cases as significant as personal income – Goldstone Financial Group believes that as much consideration should be given to estate planning as to retirement planning.

As such, in the legacy planning phase of their Retirement Roadmap, the financial planners will create a plan that will help their client’s beneficiaries to reduce or avoid probate, to lower estate taxes and burdens, and establish financially beneficial trusts.

In short, as the financial firm explains, they will “create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.”

Goldstone is aware that, after a lifetime of hardworking and tax-paying, individuals want to reap the benefits of their efforts and want to preserve as much as possible for their children and their children’s children, without needing to pay more to the taxman. As such, they offer individuals in Forest Hills, Tennessee the opportunity to set up a comprehensive estate management plan regarding their valued assets.

Goldstone Financial Group is staffed by trained and experienced Registered Investment Advisors (RIAs). The financial planning firm is confident that its Retirement Roadmap will provide its clients with a comfortable retirement while also setting up future generations for financial success and stability.

A spokesperson for the investment advisors said, “We’re committed to remaining by your side as partners in achieving the results you desire. We view it as our responsibility to thoroughly understand your goals and dreams so that we can leverage our experience and knowledge to help you achieve them.”

More details can be found at