Oakbrook Terrace Investment Advisors: IRA & Annuity Retirement Planning Update

The firm’s senior investment advisors now detail the latest annuity and individual retirement account (IRA) options, with the goal of helping clients secure their retirement income. In addition to its Chicagoland offices, the firm’s revised services are available in its recently opened Nashville, Franklin, and Brentwood locations.

More details can be found at https://goldstonefinancialgroup.com/

As Goldstone explains, many experts now refer to a looming retirement crisis, and the company’s latest services are designed to offer the most up-to-date strategies. Senior advisors consider a variety of potential income sources, and develop customized retirement plans that reflect the personal goals and circumstances of clients.

The National Council on Aging states that annuities are an attractive option for individuals who are worried that they may outlive their savings. According to a 2019 study from Boston College, American households face a $7.1 trillion shortfall in retirement savings, making financial vehicles like annuities an important consideration.

Goldstone Financial Group points out that recent market volatility had a significant impact on both 401(k) and IRA savings, but fixed annuity products were not affected. The firm’s investment and retirement advisors aim to develop a stable and secure income stream on behalf of clients, and it states that annuities can form a central part of strategies for 2023.

“Annuities come in many forms, including fixed annuities, variable annuities, and indexed annuities,” a company representative explained. “It’s important to work with our financial professionals to evaluate the different types of annuities and determine which is the best fit for your needs.”

About Goldstone Financial Group

Headquartered in Oakbrook Terrace, Goldstone Financial Group now operates across seven offices in the wider Chicagoland region, along with its three recently opened Tennessee locations. Working under the fiduciary standard, the firm has a legal responsibility to put clients’ interests first, and advisors are trained in line with the latest industry codes.

“Goldstone Financial Group has been an invaluable resource for my retirement planning,” one client recently stated. “Their team of advisors has helped me make informed decisions about my investments and has provided me with a comprehensive financial plan tailored to my specific needs. I highly recommend them to anyone looking for a reliable and trustworthy financial advisor.”

Interested parties can find more information by visiting https://goldstonefinancialgroup.com/contact-us/

Goldstone Financial Group

18W140 Butterfield Road
Oakbrook Terrace
United States

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