Goldstone Financial Group has announced financial planning services for clients in Nashville.
As a Visual Capitalist survey revealed that only 15% of Americans have a written financial plan, Goldstone Financial Group announced that its wealth management team is now offering comprehensive financial planning for pre-retirement clients in the greater Nashville area.
More details about Goldstone Financial Group can be found at https://goldstonefinancialgroup.com/
Called Financial GPS, the firm’s new service covers wealth management, investment strategies, and tax planning, with the goal of reducing tax liability and increasing savings.
As such, Goldstone Financial Group will create a custom tax plan, which takes advantage of tax deductions, tax-deferred investments, and other legal tax reduction strategies to minimize liability. Additionally, as part of investment planning, the firm’s fiduciary advisors will recommend both long- and short-term investments, developing a diversified portfolio aligned with the client’s financial goals and risk tolerance.
“With a comprehensive financial plan, our team at Goldstone Financial Group will make sure that the portfolio properly incorporates a budget that can reduce the pressure expenses have on personal finances while protecting long-term wealth from financial bubbles,” said Anthony Pellegrino, Goldstone Financial Group founder and CEO.
Goldstone Financial Group also believes that with a well-designed financial plan, individuals in their pre-retirement age can more effectively diversify their retirement income sources and increase their savings. “To successfully replace a paycheck with retirement income options, it’s crucial to start planning retirement savings during pre-retirement years,” added CEO Anthony Pellegrino.
For its Financial GPS service, the firm offers complimentary reviews which can be requested online.
About Goldstone Financial Group
Founded in 2008 by Anthony Pellegrino, the firm provides retirement planning, wealth management, and legacy planning, among other financial advisory services. With several offices in Illinois and Tennessee, Goldstone Financial Group operates under the fiduciary standard. Anthony Pellegrino and the firm are also active in the local Elmhurst community and have supported numerous charities over the years.
Interested parties can learn more about Goldstone Financial Group at https://goldstonefinancialgroup.com/contact-us/