Goldstone Financial Group provides financial advising services including retirement advising, lifetime income planning, wealth management, tax planning, investment planning, healthcare planning, legacy planning, and asset planning.

Goldstone Financial Group

Goldstone Financial Group | 410 followers on LinkedIn. Do you have a retirement PLAN, or just a PORTFOLIO? You need income, investment, tax, healthcare and legacy planning. | At Goldstone Financial Group, we believe that your financial future is far too important to leave to chance. We view it as our responsibility to thoroughly understand your goals and dreams so that we can leverage our experience and expertise to help you realize them. Rather than approach your finances with an outdated, transactional approach focused on particular products, we serve as your comprehensive financial solutions provider, forging a deeper relationship and creating a plan that can be adjusted as needed to help you reach your unique personal goals.

Chief Marketing Officer at Goldstone Financial Group

Lara Galloway

Specializing in asset, income and legacy protection.

Bruce Pusateri

Marketing Strategy Development | Cross-functional Collaboration | Team Building & Leadership | Campaign Management | Product Promotion | Lead…

Jennifer Gricus Macari

CERTIFIED FINANCIAL PLANNER | Senior Advisor at Goldstone Financial Group

Phillip Shaw, CFP®

There is more to Halloween than just tricks and treats – it can also have an impact on your finances. Senior Advisor, Kamil Bonifaciuk, CFP® stopped by Business First AM to explain the “Halloween Effect” and what questions investors should ask themselves this fall. https://bit.ly/4ebi2sl

With the election just days away, the winner will face numerous challenges, including decisions about the future of the Tax Cuts and Jobs Act, set to expire at the end of 2025. Phillip Shaw, CFP®, joined ABC 7 Chicago to break it all down. https://bit.ly/48sUHRH

When you match your coworker's vibe and weren't even trying😆 Shout out to Alison and Ingrid part of our outstanding Client Relations team. Thanks for putting our clients first and making our office more fun!☀️❤️

Inflation has dipped below 3% for the first time since March 2021, a sign that interest rate cuts could be coming soon. Phillip Shaw, CFP®, joined WGN Radio to discuss the latest inflation report. https://bit.ly/47694uB

The number of people seeking financial advice on social media is on the rise, often with negative consequences. Financial Advisor Clayton Dixon joined CBS Chicago to explain how to recognize these pitfalls and where to find sources for financial guidance. https://cbsn.ws/3ST44mS

We’re excited to announce that Goldstone Financial Group made the 2024 #Inc5000 list! This incredible achievement wouldn't have been possible without the hard work, dedication, and support of our amazing team and clients. Thank you for being part of our journey as we continue to grow and excel in the financial industry. See our rank and the full list here: https://bit.ly/31F43rm @Inc @Inc5000

The first day of school is rapidly approaching, and it’s easy to overspend on supplies if you don’t have a plan. Certified Financial Planner Jessica DeBold joined CBS Chicago with tips for saving on back-to-school shopping. https://cbsn.ws/3WUFNiG

High inflation has many turning to credit cards to make ends meet -the average Chicago household owes over $13,000 in credit card debit! Certified Financial Planner Ashlee Walton joined CBS Chicago to share more about this and tips for paying off debt. . https://cbsn.ws/4c3jBaJ

Does this election cycle have you nervous about your financial future? Senior Advisor, Phil Shaw CFP®, explains the real impact elections have on the market and your financial future. Stay informed and confident with his insights. #FinancialAdvice #ElectionImpact #MarketTrends

Celebrate the birth of our nation with joy and pride! Enjoy the fireworks, BBQs, and time with loved ones. Let's honor the spirit of independence and the freedom we cherish. Have a safe and fantastic Independence Day!✨ #FourthOfJuly #IndependenceDay #CelebrateFreedom ❤️💙

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Goldstone Financial Group