ForGoldstoneFinancialGroup,financialplanningand retirementplanningdon’tjuststopwhenyouretire,but rathergoodplanningcontinuesthroughoutyour lifetime.
Ifyouwanttolivewellduringyourgolden yearsandhaveafinanciallegacytoleave behindtoyourfamily,thetrustedfinancial plannershavenewservicesforrecentretirees.
Goldstonewillfirstlyevaluateyour 401(k)performance,andadvisewhether rollingoverthesefundsintoanIRAwillbring youmorefavorableinterestratesandtax reductions.
Goldstonecanalsousesophisticated modellingtoseewhetherthesefundswill performbetteriftheyarereinvestedin investmentslikeindexedormutualfundsand annuities.
Goldstoneisconfidentthatwiththeirteam’s expertiseandtheirfirm’sextensivemarket knowledge,theycaneffectivelymodelexactly howfaryourcurrentsavingswillgo.
Theycanthendevelopa tailoredstrategythat focusesonmaximizing yourincomeand investments,evenasyou drawonthesefunds.
GoldstoneFinancialGroupsaid,"Wecanhelpyou designanincomestrategythathelpsconserveand growyourinvestmentstoguaranteeincome throughoutyourretirement."
