Goldstone Financial Group has announced its newly specialized financial planning services for clients 35 years or older in West Meade. Called a “Financial GPS” the firm’s services cover wealth management, short and long-term Investment, and tax advantages that build and preserve wealth for a worry-free retirement.
More information is available at https://www.goldstonefinancialgroup.com
An independent financial advisory and fiduciary, Goldstone Financial Group has a legal and moral obligation to put its clients’ financial interests and needs first. The team works to provide strategies and solutions that combine all facets of wealth-building and retirement planning based on their clients’ individual goals. A specialized team of financial planners is now in place at the firm’s Nashville office to help clients across the West Meade neighborhood formalize a custom, comprehensive financial strategy that aligns with their time horizon and retirement aspirations.
“These days it can feel like everyone’s the next financial “expert.” Everyone seems to know what’s going to happen in the financial world but the truth is, nobody can predict the future,” says Anthony Pellegrino, founder and CEO of Goldstone Financial Group. “Without the dynamic tools, rules, and best practices that come with proper financial planning, it’s impossible to protect against what the economy has in store.”
Industry statistics reveal only 23 percent of Americans have a written retirement plan while just under 40 percent say they haven’t put any thought into these types of savings and investment strategies. The financial planners at Goldstone Financial Group say more needs to be done to help Americans build and protect their wealth so they can achieve retirement security.
Goldstone works closely with their clients to understand their short and long-term lifestyle and financial goals so they can build a robust and diverse portfolio that aligns with their time horizon, risk tolerance, and unique financial considerations.
Services also include budget planning that helps reduce an individual’s current expense pressures and a tax plan that takes advantage of tax deductions, tax-deferred investments, and other legal tax reduction strategies to minimize this burden.
The financial advisory team at Goldstone views it as their responsibility to thoroughly understand their clients’ goals and dreams so they can leverage their experience and knowledge to make these dreams a reality.
A long-time client says, “Goldstone has been outstanding in helping us plan for our retirement. We have a yearly review that helps us make adjustments to our financial plan if necessary, and the staff is very friendly, helpful, and professional.”
Learn more at https://www.goldstonefinancialgroup.com/contact-us
Goldstone Financial Group
18W140 Butterfield Road
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No The Daily News Journal journalist was involved in the writing and production of this article.