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Why Work With Goldstone Wealth Management
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

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Goldstone Wealth Management Inc.

Goldstone Wealth Management is an independent financial planning firm that specializes in the needs of retirees. Many retirees prefer to assume less risk and focus more on wealth preservation, along with enjoying a stable and sustainable retirement income. We recognize that traditional retirement planning falls short in realizing these goals.

What We Do

As an independent financial planning firm, we recommend the best strategies to help you realize your retirement objectives without forcing your retirement assets into a cookie cutter portfolio. We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will help you live financially secure in any economy.
Mauricio Garcia
President / CSFP®
Chartered Senior Financial Planner
As a Chartered Senior Financial Planner and seventeen year veteran of the industry Mauricio has helped hundreds of retirees develop their post-retirement financial strategies.

Take the first step toward ensuring a safe and protected retirement

Contact us at mgarcia@goldstonewealth.com or call us at (630) 361-4637 to schedule a time to discuss your financial goals and how to achieve them.
Are You Financially Independent?
Request a no-obligation consultation with 
Mauricio Garcia CSFP® | Charter Senior Financial Planner 
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(630) 361-4637
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