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Providing Clients with Certainty, During Times of Uncertainty
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Solutions for market volatility |
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Lifetime income solutions |
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Total portfolio management |
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Area of Focus: Using multiple safer money alternatives to eliminate market volatility and create lifetime income in retirement |
Goldstone’s practice thrives on making a complex world of financial products and choices simple and effective. Are your accounts still exposed to potential losses? If so, why? Goldstone utilizes financial vehicles that help protect and preserve client’s principal from loss while being positioned to participate in the potential growth of the market. It is Goldstone’s belief that not losing money is just as important as making money on investments. After all, investing is not just about how much we make, it’s also about how much we keep. Goldstone has built a rock-solid reputation for helping people protect and grow their wealth while maintaining a consistent dialogue with their clients. This feat has earned Goldstone recognition as an A+ member of the Better Business Bureau with zero client complaints, perfect standing with the National Ethics Bureau, and repeat recipients of the Five-Star Wealth Managers Award. Goldstone co-hosts one of the most listened to live financial radio shows in Chicago, “Securing Your Financial Future,” on WLS AM 890 weekend brokered programming.
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Areas of Focus
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The only way to lose principal is to withdraw money during the surrender period exceeding the free withdrawal amount. GoldStone Financial Group is an accredited company with The Better Business Bureau that has an A+ Rating. All GoldStone Financial Group Associates are Approved Members of The National Ethics Bureau. All licenses are approved with the Illinois Department of Financial Professional Regulations. Investment Advisory Services offered through Brookstone Capital Management LLC, a SEC Registered Investment Advisor. GoldStone Financial Group LLC is not affiliated with Brookstone Capital Management.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 237,500 consumers) and registered financial services representatives (over 14,500 financial services professionals) to evaluate the approximately 34,500 wealth managers in the Chicago area (includes Cook, Du Page, Grundy, Jasper, Kane, Kankakee, Kendall, La Salle, Lake, Livingston, McHenry, and Will counties in the state of Illinois). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Chicago area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Chicago Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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