Lake Forest IL Annuity Insurance, Retirement Planning Advisory Service Announced

The firm has noted growth in the annuities sector and is now offering up-to-date guidance for clients in Lake Forest, Hoffman Estates, Northbrook, and several other Chicagoland districts. Goldstone Financial Group’s financial planners can help incorporate annuities into retirement strategies with the goal of creating stable and secure sources of income.

More details can be found at

According to the firm, its latest offerings build on its existing advisory services, which cover wealth management, asset protection, healthcare planning, and taxation planning.

“Annuities come in many forms, including fixed annuities, variable annuities, and indexed annuities,” explained a company representative. “It’s important to work with a financial professional to evaluate the different types of annuities and determine which is the best fit for your needs. Goldstone Financial Group specializes in developing these types of plans.”

The financial services trade association LIMRA reports record-high annuity sales of $92.9 billion for the first quarter of 2023, a 47% increase from the previous year. The association states that market conditions are driving demand, with all fixed annuity products now seeing double-digit growth.

As specialists in the retirement planning field, Goldstone retains an in-depth awareness of annuity products, and the firm’s latest services are designed to help clients understand their options. This can form part of a diversified retirement income strategy, which may also include long- and short-term investment portfolios, as well as 401(k), IRA, and Roth IRA savings.

Headquartered in Oakbrook Terrace, Goldstone Financial Group operates seven offices across the wider Chicagoland region, including Northbrook, Lake Forest, Orland Park, St. Charles, Fulton Market, and Goose Island. The firm works under the fiduciary standard, with senior advisors maintaining up-to-date knowledge and training in the financial sector.

“Choosing to do business with Goldstone Financial Group was the best financial decision I have made,” one client recently stated. “They have helped me initiate several Roth and fixed annuity accounts, and I couldn’t be happier with the professional advice and guidance I’ve received. The ongoing communication has been second to none.”

Interested parties can find more information by visiting

Goldstone Financial Group
[email protected]
18W140 Butterfield Road
16th Floor
United States

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