Thompson’s Station Annuity & IRA Retirement Savings: Local Senior Advisors

Jul 18, 2023

If you’re worried about your retirement savings in Thompson’s Station, Tennessee, you now have access to industry leading financial advice at the recently opened Franklin office of Goldstone Financial Group (630-620-9300).

Navigating the complex tax landscape can make your head spin, especially when you’re planning for retirement.

Goldstone Financial Group has a team of experienced senior advisors who can develop a personally tailored retirement plan that meets your own goals and needs.

Located just down the road in Franklin, the new office is always available to help you understand the range of retirement savings options, such as annuities and IRAs. The company operates under the fiduciary standard, and their singular goal is to help you secure your financial future.

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Goldstone Financial Group highlights the savings shortfall that some now call a “retirement crisis,” and they work with you to ensure you can enjoy your golden years in comfort. The firm recognizes the difficulties that you might have in the current economic climate, and advisors will create a plan that suits your own financial situation.

As an example, annuities are a popular tax-deferred approach to building retirement savings, with a recent report from LIMRA Annuity Research showing that annuity sales increased by 47% in the first quarter of 2023 when compared to the same period last year. Some products, such as Roth IRA plans, are based on after-tax contributions, and do not attract income tax when withdrawals are made.

Goldstone’s new Franklin location offers up-to-date guidance on the latest tax regulations, with the goal of helping you make more informed decisions. In addition to standard savings plans, the firm can suggest short- and long-term investment strategies that maximize growth potential, while also minimizing your exposure to risk.

“A well-designed retirement plan can ensure that your essential expenses are covered while also providing for your desired lifestyle,” a company representative explained. “We understand retirement income planning is a complex process that requires expertise and knowledge of various financial products and strategies.”

About Goldstone Financial Group

Headquartered in Oakbrook Terrace, Goldstone Financial Group operates seven offices in the greater Chicagoland area, making it one of the fastest growing retirement planning firms in the region. The company’s recent expansion into Tennessee reflects the trust it has built with its existing client base.

“Anthony Pellegrino and their team are true professionals,” one client recently stated. “They are always responsive, attentive, and go beyond the call of duty to make sure you understand their products and services.”

Take the confusion out of retirement planning with expert advice at the Franklin office of Goldstone Financial Group.

Speak to a senior advisor today. Check out so you can learn more.

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