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Wealth management in today’s environment is not without its challenges. The financial advisors at Goldstone Financial Group understand the shifts and complexities that define the investment landscape and are here to offer you the superior guidance you'll need to establish the portfolio you want as you pursue your retirement dreams.

With an unexpectedly robust economy exhibited over Q3, now is the time to revisit your financial plan. Conduct a year-end assessment of your portfolio in partnership with a senior financial advisor at Goldstone Financial Group to leverage current opportunities and tax-efficient strategies. Get the peace of mind you deserve, knowing your investment portfolio is positioned to achieve your retirement goals.

As 2023 draws to a close and the economy is beginning to pick up, Goldstone financial advisors are feeling cautiously optimistic, as should you. This means now is a pivotal time to revisit your financial plans, not just because it's year-end, but also because a shift in the economy means a shift in strategy. Set yourself up for a promising 2024, and a retirement nest egg that seamlessly replaces your paycheque so you can enjoy a carefree lifestyle throughout your golden years.

“Our goal is to develop an individualized, comprehensive financial plan that places our clients’ needs at the forefront so they can achieve their retirement goals.”

Your Goldstone financial advisor can help you explore alternative investments such as real estate, private equity and/or hedge funds for improved diversification and risk management. See what's available right now and feel good about making choices that best align with your risk tolerance and your overall financial goals.

You can also explore mutual funds that offer a heavier equity exposure so that as the market rises your valuation increases. With so many different structures available, you can settle on funds that align with your personal values and interests as well as your goals. Healthcare and Pharma mutual funds, for example, or socially responsible mutual funds that hold securities in areas you support might be just the thing to round out your ideal portfolio.

In addition to alternatives and securities, a tax-efficient strategy can reduce your capital gains costs and reduce your overall tax burden. Maybe now is a good time to evaluate your Roth IRA, Roth 401(k), and Traditional IRA as another way of bringing your financial plans in alignment with your retirement goals.

Regardless of your financial status, establishing a solid financial plan and monitoring that plan over the course of your career cycle and into retirement is imperative. Since Goldstone Financial Group is a fiduciary firm, it prioritizes its clients’ needs over all company interests. This ensures that your hard-earned money is allocated to assets and strategies that best support your personal retirement goals.

A long-time client says, “Goldstone has been outstanding in helping us plan for our retirement. They are very knowledgeable about financial planning and investments of all types. We conduct yearly reviews and make adjustments as needed, and everyone is friendly, helpful, and professional.”

Is it time you scheduled that portfolio review? Click on the link in the podcast summary to find out more!

Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website https://goldstonefinancialgroup.com/ Phone +1-630-620-9300 Email contactus@goldstonefinancialgroup.com