Goldstone Financial Group

Goldstone Financial Group is a retirement planning and wealth management firm that describes itself as serving pre-retirees and retirees in the Chicago area. Its services cover retirement planning, investment management, income planning, tax planning, estate and legacy planning, and healthcare and asset protection planning. The firm says it builds a full financial plan rather than only an investment plan, and it offers a free retirement quiz with a customized report.

The firm serves clients across the Chicagoland region and lists offices in Tennessee, Ohio, and Wisconsin. Its office is on Butterfield Road in Oakbrook Terrace, and clients meet with advisors by scheduling a meeting. Client testimonials on the site mention seminars and periodic yearly reviews, and some clients work with the firm from outside the area.