Goldstone Financial Group Launches Chicago Individual Retirement Account Advice

Goldstone Financial Group’s new IRA advice service is part of their comprehensive retirement planning packages, and they hope to use it to maximize their client’s income in retirement. Goldstone Financial Group has tracked the strong performances of Individual Retirement Accounts in recent years–which has been notably stronger than comparable savings plans like 401(k)s–and they therefore believe that IRAs should now be an essential part of their financial advisory services.

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With the prevailing market conditions indicating that costs will continue to rise in the coming years, while wages will continue to fall in relative terms, Goldstone Financial Group also believes it is essential that the people of Chicago start diversifying their retirement savings plan, ensuring they do not rely purely on a 401(k) or other employer-sponsored savings vehicle to fund their financial future.

With most Americans now also unlikely to enjoy significant social security benefits or pensions, Goldstone Financial Group believes an IRA can be a particularly effective tool to both reduce taxes and maximize future income. With their new Individual Retirement Account advice service, Goldstone will consider each client’s current financial position and show them how the use of both Traditional and Roth IRAs may help them save on tax; both as they are working and saving money, and post-retirement when they need to draw upon these saved funds.

As a part of their new IRA-focused service, Goldstone Financial Group will use sophisticated modeling to show their clients how an Individual Retirement Account will change their financial forecast, and how they can best diversify their assets and investment portfolio to increase their returns.

In addition to setting their clients up with an IRA, Goldstone can also assist clients who want to improve the performance of their 401(k) and/or who are interested in pursuing indexed funds, mutual funds and other investment strategies to provide for their future retirement.

Dawn Shanahan, the Director of Planning for the registered financial advisors, said, “Investment planning for retirement is a complex process that requires careful consideration of your financial goals, risk tolerance, and time horizon. By choosing the right retirement plan, developing a solid investment strategy, and staying disciplined over the long-term, you can help ensure that you have the financial resources you need to enjoy a comfortable retirement. If you’re not sure where to begin, we can help you get started.”

Interested readers can find out more at

Goldstone Financial Group
18W140 Butterfield Road
16th Floor

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