Goldstone Financial Group has recently opened three new Tennessee offices, building on its network of seven locations in the wider Chicagoland region. The firm’s new office will include the full range of services currently available to Chicago clients, including retirement planning, wealth management, investment planning, tax planning, and asset protection.
More details can be found at https://goldstonefinancialgroup.com/
Company founder and CEO Anthony Pellegrino leads a team of experienced financial advisors, with new additions recently being made to support the firm’s Tennessee operation. Goldstone’s focus remains on retirement finances, with the goal of helping clients improve their retirement income streams.
The firm’s expansion comes as some experts warn of a “retirement crisis,” which they indicate is being caused by a combination of rising costs of living, fewer pensions, and higher life expectancy. A recent review by Pew Research estimates that the retirement savings shortfall could cost state and federal governments as much as $1.3 trillion through 2040.
Goldstone’s new Tennessee offices aim to help clients improve their retirement savings through a multi-tiered approach, which can include optimization of existing income streams, creation of new retirement savings accounts, and/or creating a diversified investment portfolio.
The firm’s recently established Tennessee teams retain up-to-date knowledge on how to manage tax exposure for common income sources. As Anthony Pellegrino explains, these could include social security benefits, pensions, and/or personal savings.
In terms of retirement savings, Tennessee clients are also now offered up-to-date advice on the regulatory situation. Mr. Pellegrino points out that 401(k) and IRA contribution limits increased from $20,500 to $22,500 in 2023, with further increases for those who are over the age of 50.
Coinciding with the recent expansion, Goldstone now offers an online retirement quiz, designed to help clients identify gaps in their own retirement savings. The new survey is intended as a guide that can inform future consultations with advisors in the firm’s Tennessee or Chicago offices.
“We operate under the fiduciary standard, and our advisors are armed with the knowledge to provide sophisticated wealth-management services and advice,” Anthony Pellegrino recently explained. “We view it as our responsibility to thoroughly understand the goals and dreams of our clients, so we are in the very best position to leverage our experience and knowledge.”
Interested parties can find more information by visiting https://goldstonefinancialgroup.com/contact-us/
Goldstone Financial Group
18W140 Butterfield Road