Top Murfreesboro Retirement Income Advisors Offer Annuity Products & Advice

Aug 8, 2023

Goldstone Financial Group (630-620-9300) in Murfreesboro, TN, offers specialized financial advice that helps you put annuities to work for you. Get guaranteed retirement income and a welcome tax break when you work with a Goldstone expert.

When you invest in the appropriate annuity, you can set up a guaranteed lifetime income stream that offers just the right tax breaks. Worry less about your retirement and more about which holiday you'll enjoy first when you put annuities to work.

Retirement annuities are insurance products that produce guaranteed income however, with a variety of available options they can be a wise, or a poor choice, depending on your income bracket, age, and retirement goals.

At Goldstone Financial Group in Murfreesboro, TN, you can work alongside an annuities expert to understand the product's pros and cons so you can make the right choice in supplementing your retirement accounts while reducing your taxes.

Find out more and set up a complimentary consult now at

An essential rule when investing is that you never want to purchase a product without a full understanding of its intricacies. Annuities, being a relatively complex investment vehicle, are a product that can really pay off but also requires the assistance of an experienced financial advisor.

The financial experts at Goldstone Financial Group are here to help.

Find out about fixed, variable, and indexed annuities, and which would be the best choice for you.

"The right annuity can be a good choice for someone seeking additional retirement income and a reduced tax burden," says Anthony Pellegrino, founder and CEO of Goldstone Financial Group. "As with most investments, it’s important to work with a financial professional to fully understand the different types of annuities and determine the best fit."

Annuities are funded in advance, either through a lump sum payment or a series of payments, which return fixed or variable cash flow during retirement. This can serve as a valuable addition to your Social Security, pension, 401(k), and current investment portfolio.

Taxes on deferred annuities are due upon the withdrawal of funds, which often makes them a sound strategy. If you choose a fixed annuity, you can count on a guaranteed income stream that typically lasts a lifetime.

And while annuities are a fantastic investment option, they are not without their potential drawbacks. With the vast array of products being released into the insurance market these days, choosing the right type can be less of a reliable strategy and more of a gamble - not something you want when your hard-earned money is involved.

The registered financial advisors at Goldstone Financial Group operate under a fiduciary standard that provides sophisticated financial advice strictly in your best interest. They are not beholden to any investment product, insurance company, or asset class. Instead, you get custom-tailored advice based on your goals, your risk tolerance, and your financial position.

The Goldstone team offers retirement income planning, wealth management, healthcare planning, legacy planning, and asset planning. Whatever you need help with, they're here to provide the details and insights.

By working with an expert advisor at Goldstone Financial Group, you can set up a reliable income stream and reduce your taxes for the worry-free retirement you deserve.

Are you ready to dive into this fresh new income stream? Learn more at

Web Analytics