St. Charles, IL Investment & Retirement Planning: Financial Advisory Update

The recent update comes in response to changing market conditions, which have impacted the retirement savings of individuals across the country. The firm’s senior advisors now offer customized investment strategies designed to diversify retirement income streams and secure the financial future of clients.

More details can be found at

Goldstone Financial Group specializes in a wide range of retirement savings vehicles, such as 401(k), IRA, and Roth IRA accounts, and explains that changes to tax regulations allow for greater contributions in 2023. Following the announcement, the senior advisors aim to combine personal savings with short- and long-term investment strategies to help clients diversify their allocations.

A recent report from Fidelity Investments found that average 401(k) savings fell by 23% during 2022, with IRA balances losing 20%. However, the firm also points out that current market conditions won’t last forever, and investors should consider rebalancing their portfolio in order to recoup losses.

Goldstone Financial Group is in agreement with Fidelity’s report, and the firm’s latest service is designed to help clients rebalance their retirement portfolios. While the firm believes that savings accounts will improve in the coming year, advisors can also work with clients to understand risk tolerance and suggest several additional investment options.

“Our retirement income planning services consider all sources of income to create a reliable income stream,” a company representative explained. “It’s crucial to evaluate all sources of income and create a diversified portfolio to ensure that you have enough money to cover your essential expenses throughout retirement.”

About Goldstone Financial Group

Headquartered in Oakbrook Terrace, Goldstone Financial Group now works from seven locations in the greater Chicagoland region, including St. Charles, Hoffman Estates, Northbrook, Lake Forest, and Orland Park. As a result of ongoing growth, the firm has also recently opened three new Tennessee offices in Nashville, Brentwood, and Franklin.

“After working with several financial advisors, we are glad we found Goldstone,” one client recently stated. “As a finance major, I am very impressed with their knowledge and understanding of the markets and financial tools available. In my opinion, they are one of the best, and far above the rest.”

Interested parties can find more information by visiting

Goldstone Financial Group
[email protected]
18W140 Butterfield Road
16th Floor
United States

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