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Rockford, IL Retirement Income Planning & Investment Diversification Launched

Goldstone Financial Group (630-620-9300) is continuing their expansion throughout Illinois with their new Rockford office, and they are pleased to be bringing the people of Winnebago County their retirement income planning services.

From their head office in Chicago, Goldstone Financial Group has spent years bringing market-informed, reputable and personalized financial advice to their clients. Now, from their new Rockford office, they are committed to bringing comprehensive retirement income planning advice to the region.

More information is available at

Goldstone calls their services retirement income planning rather than just retirement planning because they believe that in the financial climate of 2024, their clients’ focus should be on stable lifelong income.

With Americans living longer and with the country experiencing a period of market and economic volatility characterized by a high cost of living, Goldstone Financial Group has seen that the old image of a retirement spent living off asset wealth, like housing, and social security is no longer tenable.

Nor, their experienced fiduciary advisors stress, is planning to live solely off a 401(k) account.

As such, with their retirement income planning services, they will focus on income and investment diversification, encouraging clients to make use of both short-term and long-term investments and retirement savings vehicles.

As both investment and tax experts, Goldstone Financial Group will also use tax-deferred investments to minimize a client’s current taxable income and make a plan for rolling over funds between accounts throughout a client’s retirement to minimize taxes on their future withdrawals.

As a spokesperson for their fiduciary advisory team said, “Goldstone specializes in providing alternative solutions that go beyond just a 401(k). We can help you design an income strategy that helps conserve, grow and roll over your assets, as well as incorporates insurance and investment vehicles to create opportunities for guaranteed income throughout your retirement. We think of it as an income strategy to help you bridge the paycheck gap in retirement.”

As the average American today can expect to live another 25 to 30 years after they retire, a significant sum of money and a comprehensive and diversified plan are required to ensure that a person’s retirement years are really their golden years.

Goldstone Financial Group encourages working-age individuals in Rockford to get in touch with their team today, as every extra year of planning and preparation can make a significant difference in retirement.

For more information, visit

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: 89127550

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