The firm’s latest move underlines its commitment to helping people of all ages assemble a robust portfolio, ensuring that robust strategies are in place to weather the uncertainties of the current economic climate. Goldstone Financial Group has helped thousands of clients generate lifelong income solutions, simplifying the complexities of investment options to drive better decision-making.
More details can be found at https://goldstonefinancialgroup.com/
The announcement details the team’s credentials as licensed fiduciary advisors who are legally obligated to advise in the best interests of clients, regardless of how those decisions would impact the firm’s revenue. Goldstone’s reputation as a trusted source of investment advice has seen it build a loyal clientele, supported by a strong track record in asset protection and tax minimization.
A 2023 report by the Federal Reserve suggests that individuals who had invested savings – rather than solely relying on social security or other public income sources for their retirement – reported significantly higher levels of financial well-being. Surveys suggest that as much as a third of Americans have no retirement savings, leaving millions of people vulnerable to financial hardship in their later years.
The Goldstone approach to investment and financial planning begins with a detailed consultation with clients, establishing a clear picture of their current means and their monetary goals both now and for the future. This includes an assessment of their 401(k), individual retirement accounts, and Roth IRA options.
The firm’s agents help clients determine what level of risk they are comfortable with when choosing investment opportunities. Any such risk is tempered with Goldstone’s robust asset protection strategies and expertise in building diverse portfolios that can help limit any market or inflation-related losses. The team can help clients decide on which asset classes they wish to invest in and whether they are more comfortable with an active or passive management approach.
A solid financial plan must also include an understanding of the fees, commissions, and interest that accrue on one’s savings. Goldstone’s experience in the world of retirement investments ensures that these fees are minimized and factored into any long-term financial strategy.
A spokesperson says, “In order to reach your retirement goals, it’s important to balance your investments between short and long-term investments. Short-term investments, such as money market funds or certificates of deposit (CDs), offer lower returns but also lower risk. Long-term investments, such as stocks and mutual funds, offer higher returns but also higher risk.”
For more information, go to https://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 Sahyadri Times journalist was involved in the writing and production of this article.