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September 01, 2020 1:29pm
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Kenosha Retirement Planning: Investment & Tax Advisory Services Updated

A trusted financial advisory firm serving the Kenosha, WI area (630-620-9300) announces updates to its retirement planning and wealth management services.

Goldstone Financial Group's latest move helps both current and future retirees find an affordable strategy to achieve a comfortable lifestyle in their later years. As part of its 'Retirement Roadmap', the firm works closely with clients to set realistic timelines, pursue a diversified investment portfolio, and plan for taxes, medical expenses, and leaving a legacy for loved ones.

More details can be found at

Goldstone's fiduciary advisors are legally bound to advise in the best interests of clients at all times. The firm has a large network of partners who can offer competitive financial products with options for a range of budgets. Goldstone advocates for clients to start saving and planning for retirement as soon as possible so that funds can accumulate and grow steadily over the years.

Goldstone's experienced agents help individuals in projecting their retirement expenses, including a sizable allowance for medical care and unexpected eventualities. The firm can also advise on setting up living wills so that one's wishes can be honored in the event of becoming incapacitated.

Another crucial part of the firm's retirement planning solutions is choosing the right type of investments. With an approach that factors in both short and long-term goals, as well as risk tolerance, Goldstone clients can be confident of a strategy that can withstand fluctuating market prices and inflation.

With expertise in choosing the most suitable type of savings plans, including 401(k)s and traditional and Roth IRAs, the team helps to identify potential gains and tax-friendly choices. Clients may have multiple 401(k)s from across their careers due to switching jobs. Goldstone can offer expert guidance on the pros and cons of consolidating these for each individual.

Goldstone Financial Group is accredited by the BBB and has been included in the Inc. 5000 Fastest Growing Companies list. The firm is headed by Anthony Pellegrino - a registered investment advisor (RIA) and holder of a Series 65 Securities License.

A spokesperson says, “With the right guidance and focus, you can easily replace your paycheck with retirement income options and build your savings to fully enjoy your retirement years. Let’s work together to ensure you have a comfortable retirement and feel empowered to make the right financial decisions.”

For more information, go to

Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States
Phone: +1-630-620-9300

Source: PressCable

Release ID: 89127553

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