Qualified Charitable Distributions (QCDs) can play a significant role in managing your Required Minimum Distributions (RMDs) effectively. Our Jessica DeBold, CFP®, EA and Director of Advanced Planning explains how. #Retirement #Charity #TaxSavings #QCD
Goldstone Financial Group
Financial Services
Oakbrook Terrace, Illinois 357 followers
Do you have a retirement PLAN, or just a PORTFOLIO? You need income, investment, tax, healthcare and legacy planning.
About us
At Goldstone Financial Group, we believe that your financial future is far too important to leave to chance. We view it as our responsibility to thoroughly understand your goals and dreams so that we can leverage our experience and expertise to help you realize them. Rather than approach your finances with an outdated, transactional approach focused on particular products, we serve as your comprehensive financial solutions provider, forging a deeper relationship and creating a plan that can be adjusted as needed to help you reach your unique personal goals. We are committed to remaining by your side as partners in achieving the results you desire. We provide financial plans targeted at earning consistent, reliable returns in all market environments, regardless of fluctuations and uncertainties. We are based in Oakbrook Terrace, IL, with offices in Ohio, Tennessee and Wisconsin. Contact us today at (630) 620-9300 to schedule a free introductory consultation! Don't forget to check out our pages on Facebook and Twitter, as well as our blog! Facebook: http://www.facebook.com/GoldstoneFinancialGroup Twitter: http://twitter.com/goldstonefg Goldstone Financial Group blog: http://goldstonefinancialgroup.com/breaking-news/ Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG). GFG is located at One Lincoln Centre, 18W140 Butterfield Rd., 16th Floor, Oakbrook Terrace, IL 60181, Telephone number – 630-620-9300.
- Website
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http://www.goldstonefinancialgroup.com
External link for Goldstone Financial Group
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Oakbrook Terrace, Illinois
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Wealth Management, Retirement Planning, Lifetime Income, Financial Planning, Estate Planning, Healthcare Planning, Tax Planning, Tax Strategy, Legacy Planning, Investment Planning, Investment Strategy, and Insurance
Locations
Employees at Goldstone Financial Group
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Lara Galloway
Chief Marketing Officer at Goldstone Financial Group
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Bruce Pusateri
Specializing in asset, income and legacy protection.
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Jennifer Gricus Macari
Business Development Coordinator @ Goldstone Financial Group | Marketing Communications
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Phillip Shaw, CFP®
CERTIFIED FINANCIAL PLANNER | Senior Advisor at Goldstone Financial Group
Updates
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Goldstone Financial Group was recently featured on Viewpoint with Dennis Quaid. This program, airing on PBS channels nationwide, is a collaborative project dedicated to helping people understand and achieve financial success. https://bit.ly/3yD2SNj
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Wondering when you should start planning for retirement? There's no time like the present to start asking the right questions! With over a decade of experience, our Senior Financial Advisor, Ashlee Walton, CFP®, has been guiding folks just like you towards a secure and happy retirement. Ashlee shares her insights on when might be the right time for YOU to start thinking about retirement.
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When choosing your financial advisor, do qualities like trust and peace of mind hold significance for you? At Goldstone Financial, we prioritize educating our clients, so they feel confident and comfortable when making financial decisions. #WealthManagement #FinancialLiteracy
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Exciting news! We are partnering with PAWS Chicago to make a difference for animals in need! Click the link below to learn more and help us support this fantastic cause! 🐶💙 🐶💫 #GoldstoneCares #PAWSChicago #Charity #GiveBack https://bit.ly/3VOFu96
Create Your Own Fundraiser 2024
donate.pawschicago.org
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When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
Trends in Charitable Giving
library-messages.com
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Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
How to Make the Tax Code Work for You
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Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
What If You Get Audited?
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