Goldstone Financial Group emphasizes the importance of actively monitoring investment portfolios in today's volatile market, as traditional buy-and-hold strategies are no longer effective. The firm offers retirement planning services designed to ensure that individuals can sustain their savings for potentially 25-30 years post-retirement, especially considering the impact of market fluctuations. They propose creating income plans that combine insurance and investment options to provide guaranteed income throughout retirement.

1. GOLDSTONE
FINANCIAL
GROUP
A N T H O N Y A N D M I C H A E L
P E L L E G R I N O
GOLDSTONEFINANCIALGROUP.NET
What we do and how we can help you!

2. W W W . A U G U S T A & C O . C O M
GOLDSTONEFINANCIALGROUP.NET
Due to the ever changing market
environment, it’s imperative to have your
portfolio actively monitored. Buy and Hold
strategies were developed over 60 years
ago and are no longer relevant in volatile
markets. By utilizing a systematic rules-
based approach and hedged equity
strategies we maximize returns and losses
in all market environments.
WEALTH MANAGEMENT

3. W W W . A U G U S T A & C O . C O M
GOLDSTONEFINANCIALGROUP.NET
RETIREMENT
PLANNING
These days 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.

4. F O L L O W U S O N T W I T T E R :
@ G O L D S T O N E F G
GOLDSTONEFINANCIALGROUP.NET
An investment loss in the years
just prior to and/or just after you
retire can have a dramatic
impact on the level of income
you receive over the course of
your life. In fact, the earlier a loss
occurs after retirement, the
greater the chance of depleting
your retirement savings.
We can help you design an
income plan incorporating
insurance and investment
vehicles to create opportunities
for long-term growth as well as
guarantee income throughout
your retirement.
LIFETIME INCOME
PLANNING

5. THANK
YOU!
GoldstoneFinancialGroup.net
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