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.
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 firstname.lastname@example.org 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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The Legacy Plus analysis is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.