If you’re wondering whether an IRA or annuity is better for your retirement plan, the experienced investment advisors at Goldstone Financial Group (630-620-9300) can help you choose what’s best for your personal circumstances.
Goldstone is headquartered in Oakbrook Terrace, but you can also access their expertise in 6 other Chicago offices, with 3 new locations also available in Tennessee.
Recent market volatility has had an impact on 401(k) and IRA savings, which is one reason that you might want to opt for an annuity product instead. Operating under the fiduciary standard, these highly experienced investment advisors will help you decide which path is the best way to protect your financial future.
Go to https://goldstonefinancialgroup.com/ for more information.
As Goldstone explains, many experts now refer to a looming retirement crisis, and the company’s services are designed to help you secure your income in retirement. Senior advisors consider a variety of potential income streams, and then develop a customized retirement plan that reflects your own goals and circumstances.
The National Council on Aging states that annuities are an attractive option if you’re worried that you may outlive your savings. According to a 2019 study from Boston College, American households face a $7.1 trillion shortfall in retirement savings, which is why you should consider something like an annuity.
Goldstone Financial Group points out that recent market volatility had a significant impact on both 401(k) and IRA savings, but your fixed annuity would have been safe. The firm’s goals are to provide you with a stable and secure retirement plan, using a diverse range of income sources, so annuities now play a central role in their advice.
“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.”
Secure your financial future with the most up-to-date advice from the team at Goldstone Financial Group.
Meet your senior advisor today. Check out https://goldstonefinancialgroup.com/contact-us/ so you can learn more.