Forest Hills Advisor Offers Smart Annuity Investment & Tax Deferral Strategies

Jun 20, 2023

Is rising inflation making you panic about your nest egg? Scared of having to work into your 70s to afford any kind of comfortable retirement? Fear not! Goldstone Financial Group (630-620-9300) can help set you up with the perfect annuity policy – guaranteed lifelong income!

Are you on track with your retirement goals? Want to get more out of your annuities and investments? Talk to Goldstone Financial Group!

If you're feeling the effects of an uncertain economic climate and you've been unable to save as much money as you would like due to the rising cost of living, you need an advisory team you can trust to safeguard your financial future.

Want a lifelong income that you can rely on no matter what the economy is doing? Talk annuities with Goldstone Financial Group today! More details at https://goldstonefinancialgroup.com/

Get help identifying the most suitable annuity policies for your needs. The firm's agents are all fiduciary financial advisors which means they are legally obligated to advise in your best interests.

In the US, annuities take the form of long-term contracts from insurance companies. Savings are invested and then returned to you in the form of regular payments - acting as a replacement income after you retire. The insurance company effectively takes on the risk of the investment in exchange for a fee, guaranteeing the annuitant a steady return on a monthly, yearly, or lump sum basis.

The Goldstone team can advise you on which type of annuity is right for you: fixed, variable, or indexed annuities each have their pros and cons depending on your unique financial circumstances. The firm helps you navigate the many variables of annuity contracts, simplifying the complex jargon and presenting clear, well-explained options.

Taking a holistic view of retirement planning, Goldstone Financial Group helps you integrate every facet of your savings, social security benefits, and tax-deferral allowances to create a package that will deliver the kind of retirement you want.

Other benefits of the Goldstone approach include planning for things like end-of-life care and unexpected medical costs while also ensuring that your family will be looked after you have gone.

With so many Americans falling behind on their retirement planning, the firm's expertise and wide-ranging knowledge of investments can help you take bolder steps to get your retirement pot back on track.

A spokesperson says, “We’ll help you explore the importance of retirement income planning, the benefits of guaranteed income, and how working with a financial professional can help you achieve your financial goals.”

For the retirement you've always dreamed of, you can rely on Goldstone Financial Group!

For more info, call 630-620-9300 or visit https://goldstonefinancialgroup.com/contact-us/

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