Plan For Your Financial Future & Reduce Tax Liabilities With West Meade Experts

Jul 31, 2023

If you’ve yet to put a formal financial plan in place that will provide the income you need during your retirement, the experts at Goldstone Financial Group (630-620-9300) in West Meade, TN are here to make it all happen.

Does the thought of your retirement fill you with equal parts excitement and full-blown fear?

You're not alone.

Most Americans say they're looking forward to the "work optional" lifestyle but many also worry about their finances. Do you really need over a million dollars saved up to live a worry-free retirement? Is the stock market something to embrace, or something to avoid? And what about balancing your day-to-day expenses with your month-to-month savings so your accounts progress in a desirable direction? How's that done?

With a financial planner from Goldstone Financial Group by your side, you'll get the answers to all your questions, and a retirement plan that puts your fears to rest.

Their specialized financial planning services operate like they're your own personal Financial GPS. They cover wealth management, short and long-term Investment, and tax advantages that build and preserve your wealth for a worry-free retirement.

Get in touch to schedule a complimentary consultation at

As an independent financial advisory and fiduciary, Goldstone Financial Group has a legal and moral obligation to put your financial interests and needs first. They're not going to try to sell you on things you don't need or convince you to put all your money into pork bellies.

At Goldstone, you'll be treated to an expert team that works closely with you to provide strategies and solutions that combine all facets of your wealth-building and retirement planning based on your goals and your personal financial position.

“These days it can feel like everyone’s the next financial “expert.” Everyone seems to know what’s going to happen in the financial world but the truth is, nobody can predict the future,” says Anthony Pellegrino, founder and CEO of Goldstone Financial Group. “Without the dynamic tools, rules, and best practices that come with proper financial planning, it’s impossible to protect against what the economy has in store.”

Did you know that only 23% of Americans have a written retirement plan? Or that just under 40% say they haven't put any thought at all into these types of savings and investment strategies? The financial planners at Goldstone Financial Group say more needs to be done to help Americans build and protect their wealth so they can achieve retirement security.

And they're not just talking the talk.

Your Goldstone advisor is always careful to ensure you understand the savings and investment options you have at your disposal, and which strategies complement your short and long-term lifestyle and financial goals. They'll help you build a robust and diverse portfolio that aligns with your time horizon, risk tolerance, and your unique cash flow concerns.

Services also include budget planning that helps reduce your current expense pressures and a tax plan that takes advantage of tax deductions, tax-deferred investments, and other legal tax reduction strategies to minimize this necessary but all the same frustrating burden.

Goldstone Financial Group views it as their responsibility to thoroughly understand their clients' goals and dreams so they can leverage their experience and knowledge to make these dreams come true.

A long-time client says, “Goldstone has been outstanding in helping us plan for our retirement. We have a yearly review that helps us make adjustments to our financial plan if necessary, and the staff is very friendly, helpful, and professional.”

Is it time you strategized a solid financial plan with an industry expert? Learn more at

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