Chicago’s Goldstone Financial Group Announces New Strategies For Recent Retirees

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Goldstone Financial Group (630-620-9300), an established financial advisor based in Chicago, has a new financial planning service that has been designed specifically for recent retirees.

Goldstone Financial Group has a new Retirement Roadmap service that has been created to give recent retirees the tools and knowledge they need to continue growing their retirement savings even though they are no longer working.

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Having worked for many years with recent retirees, Goldstone Financial Group has seen that the transition point into retirement can often be a challenging one, both personally and financially. Their new Retirement Roadmap service starts with a personalized assessment, where their certified financial advisors will analyze each client’s unique financial situation, portfolio, and retirement objectives. As Goldstone explains, one of the key challenges for recent retirees is managing their retirement savings effectively when they are no longer earning a salary.

Therefore, this initial analysis will help Goldstone create a customized growth-oriented strategy. With the financial advisor’s retirement planning service, they will firstly target a client’s 401(k)—because this is generally the biggest source of retirement funding for most clients. Goldstone Financial Group’s advisors will see whether rolling over funds from a traditional 401(k) to a Roth 401(k) may be more advantageous from a taxation perspective. They may also suggest rolling over funds to a Traditional IRA or Roth IRA, or withdrawing and reinvesting funds.

Goldstone Financial Group’s new Retirement Roadmap has been designed to help recent retirees get more out of their retirement savings plans through smart diversification. Their new service also reflects their commitment to long-term planning, and all their strategies will be underscored by regular portfolio reviews and periodic assessments.

Anthony Pellegrino, the CEO and Founder of Goldstone Financial Group said, “In order to enjoy your retirement to the fullest, it’s important to have a solid plan in place. This can help ensure that you have enough money to support yourself and your loved ones throughout your golden years. Our fiduciary advisors at Goldstone Financial Group will help you explore the ins and outs of financial planning for retirement, including the use of retirement plans like 401(k)s.”

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