Lifetime Retirement Income

We believe that your base income should be deposited in your account no matter what. It should not matter what the markets do, or do not do. You should always be able to count on your income, every month, regardless of any external factors. At Goldstone Wealth Management, we will never tell you to reduce your income or change your lifestyle because the markets had a bad year.
Fully Integrated Tax Reduction Strategies

Retirees consistently waste thousands of dollars every year to unnecessary taxation. We help you keep those dollars in your pocket rather than handing them over to the IRS. We recognize that your retirement funds (IRA, 401k, 403b, etc) represent your number on tax challenge, often leading to double taxation during your retirement years. We utilize a number of proven, powerful strategies to significantly reduce your tax burden on your highest taxed asset – your retirement plan.
Portfolio Stability

Our job is to protect your financial security regardless of market conditions. Don’t worry, this doesn’t mean that you have to sacrifice your growth opportunities. We utilize a conservative management approach that protects your principal while still taking advantage of the market swings, both good and bad. We protect what you have and build on it!
Retirement Planning

Retirement income plans are not just for the wealthy. As you near retirement, the traditional strategy has been to move growth-seeking products to more conservative fixed-income products. This may have worked fine back when retirement was only expected to last five to ten years.

These days, however, people are living longer. It’s not unusual for someone retiring at age 65 to live to age 90 or longer. You should consider that you may need to plan for your nest egg to potentially last 25 to 30 years.

In just the last decade, we’ve witnessed rampant market swings from bull markets to bear markets and back again. If there’s one lesson that’s been reinforced, it’s that you need a plan designed to weather any type of market or economic environment that may lie ahead.
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.

Are You Financially Independent?
Request a no-obligation consultation with
 Mauricio Garcia CSFP® | Charter Senior Financial Planner 
(630) 361-4637