Goldstone Financial Group (630-620-9300) helps you make a smarter choice for your IRA – regardless of your employment status.
Following major shifts in the post-pandemic economy - with a significant increase in the number of workers choosing to freelance, and a record-high number of small businesses being created - Goldstone Financial Group hopes to help you make better informed decisions for financial security through your retirement years.
Goldstone Financial Group helps small business owners and solo entrepreneurs create sustainable investment plans for their IRAs - and choose the type of instrument that best meets their needs.
If you're a small business owner may opt for a SEP IRA, in which case you will contribute a similar percentage to your employees’ IRA, too, while self-employed professionals can choose a Solo 401(k), which allows them to contribute toward their accounts as both employer and employee.
Complete IRA consulting services are also available for employees, with expertise on anything from traditional and spousal IRA to Roth IRA, 401(k), 403(b), and others, depending on each client’s employment situation.
“Regardless of which retirement plan you choose, it’s important to contribute as much as you can afford to,” explains the company. “The more you save now, the more you’ll have in retirement.”
If you decide to work with Goldstone Financial Group you'll also benefit from expert consulting on building a diversified investment portfolio with either active or passive asset management.
Goldstone Financial Group will work closely with you to build a financial strategy that works for you - and helps keep you and yours comfortable and financially secured in your senior years.
“I’ve been with Goldstone for many years now,” said a satisfied client. “I was in their office the other day unannounced to drop off a check for an IRA. They are consummate professionals with a warm greeting and welcoming nature. All my questions were answered. I feel like part of the family.”
Want to know more about how Goldstone can help? Go to https://goldstonefinancialgroup.com/contact-us to get in touch!
