I knew that a financial advisor would have the best way for me to prepare for my future retirement. I was amazed at how much I did not know and how much they were willing to educate me. I am very happy with their service.
A wonderful evening with many friendly people. First class affair-the food, the music and of course the setting. We shared a great table with lively people. It was very cool to be able to stroll through the aquarium undisturbed and view these amazing creatures.
Thanks to Anthony and Michael and the staff at Goldstone for inviting us.
If you are looking for quality service this is the place to go. They were very responsive and kept in close touch with me, very happy to answer each and every question that I had ..which was a lot. They are very professional and I literally trust them with my money.
We had a wonderful time. Met a lot of new friends, great food and dancing. Location was also great!
Once I began planning for my retirement I really did not know where to begin. Goldstone showed me how to not only plan for my future but to also make a plan into reality. I really don't know what I would have done without them since on my own I was clueless.
In pre retirement stage of life and needed a advisor for my financial goals and future. Saw Anthony P on TV and looked him up online. When I saw that they had offices in Oak Brook I was excited. They were such great people to get info and advice from. From other experiences with other planners I felt pressured and at times confused. Michael P really help develop a personal plan for me to be more than comfortable. The whole team at Goldstone has been so professional and a pleasure to work with. So happy to know that I have people I trust helping me to make my future secure. Gives me a lot of peace of mind.
It was a pleasure talking with the people at Goldstone Financial. Looked them up on the web and gave them a ring. Call 1 was to identify what needs you may have for your financial future and to set a time to go over some of the current landscape of your financial situation. The in-person meeting was very informative. They go over everything with you in detail answering all your questions along the way and I had many. Lastly, they presented me with a few options and explained the pros/cons. They operate with care and professionalism that you don't commonly see. Without reservation I will highly recommend them to family, friends and neighbors. Thank you Goldstone Financial!
It's been a long time since we've been to the Shedd Aquarium. We had a wonderful time!
We felt like royalty having the whole place to ourselves. Walking around and visiting the dolphins, whales & penguins.
The food was top rate and the service was excellent.
To top it all off, the band was extremely talented.
We look forward to attending the Ambassador dinner next year.
Goldstone Financial really gave me some outstanding advice. They are honest and interested in providing the best financial advice for their clients. They designed me an easy to follow plan and helped me carry it out.
I appreciate it that Gold Stone financial did not try to sell me a pipe dream. They are very realistic about the best way to make your money work for you and what it can and cannot do. They don't sell you pipe dreams they sell security.
Goldstone Financial Group: Your Partner in Securing Your Financial Future
Your financial future is far too important to leave to chance. It is our responsibility to thoroughly understand your goals and dreams so that we can leverage our expertise and experience to help you achieve them. At Goldstone Financial Group, we are committed to providing comprehensive financial planning services that are tailored specifically for you.
Who We Are
Goldstone Financial Group is a leading financial planning firm that has been serving clients for over two decades. Our team of experienced professionals includes certified financial planners, investment advisors, tax specialists, and estate planning attorneys who work together seamlessly to provide holistic solutions for all your financial needs.
What We Do
At Goldstone Financial Group, we believe that every client deserves personalized attention and customized solutions. That's why we take the time to get to know you and understand your unique circumstances before recommending any strategies or products.
Our services include:
1. Retirement Planning: We help you plan for a comfortable retirement by analyzing your current assets, income sources, expenses, and future goals.
2. Investment Management: Our investment advisors create portfolios tailored specifically for your risk tolerance level and investment objectives.
3. Tax Planning: We work with tax specialists who can help minimize your tax liability while maximizing deductions.
4. Estate Planning: Our estate planning attorneys can assist with creating wills, trusts, powers of attorney documents as well as other legal documents necessary in protecting assets from probate court proceedings after death or incapacity occurs.
5. Insurance Services: We offer insurance products such as life insurance policies which provide protection against unexpected events like death or disability; long-term care insurance which covers costs associated with nursing homes or assisted living facilities; disability income protection plans designed specifically for those who rely on their income stream from employment; annuities which provide guaranteed lifetime income streams among others.
Why Choose Us?
At Goldstone Financial Group, we pride ourselves on being more than just a typical financial planning firm – we are partners in securing your financial future! Here are some reasons why clients choose us:
1) Experience - With over 20 years of experience in the industry working with individuals at different stages of their lives.
2) Holistic Approach - Our team takes a comprehensive approach when it comes to managing finances.
3) Personalized Attention - Every client receives individualized attention from our team members.
4) Transparency - Clients receive regular updates about their portfolio performance along with detailed reports outlining fees charged by the company.
5) Accessibility- Clients have access not only through phone calls but also through email correspondence.
Conclusion
In conclusion,GFG provides comprehensive wealth management services designed around each client's unique needs.Goldstone Financial Group has been helping people secure their futures since 2000.We have built our reputation on providing personalized attention combined with expert advice.Our goal is simple –to help you achieve yours! Contact us today so that together we can start building towards a brighter tomorrow!
goldstonefinancialgroup.com
