Award-winning retirement investment advisor Anthony Pellegrino of Goldstone Financial Group (630-620-9300) recommends retirement income strategies that mitigate the risks of outliving assets, market volatility, inflation, and healthcare costs.
-- Twice recognized as a Five Star Wealth Manager by Chicago Magazine, Anthony Pellegrino's retirement planning centers around using accounts with lifetime income features to create a 'paycheck for life' regardless of market fluctuations. His philosophy centers on all-inclusive retirement planning covering investment, income, tax, healthcare, and estate planning.
For more information, visit https://www.goldstonefinancialgroup.com/retirement-planning/
Recognizing that pre-retirees lack the guidance, tools, knowledge, or investment perspective to plan their retirement, Pellegrino and the team at Goldstone Financial Group build customizable long-term strategies that mitigate longevity, taxation, healthcare, inflation, and market risks. Each component is analyzed at the pre-planning stage and involves 'evaluating all sources of income and developing a plan that creates a reliable income stream for life.'
'Lifetime Income Planning' is a seminal component of retirement planning, and a spokesperson for the firm explains that pre-retirees with a monthly income of $6,000 will need between $1 million and $1.27 million in savings at the end of 20-30 years. To achieve this, Pellegrino proposes a tactful approach that combines social security benefits with pensions, carefully selected annuities, and personal savings from 401(k) plans and IRAs.
Following the 'Goldstone Retirement Roadmap', the firm prioritizes predictable expense management, periodic examination of asset taxation, Medicare and long-term care strategy, legacy planning, and data-driven portfolio adjustments.
"Goldstone specializes in providing alternative solutions for your IRA and 401(k) rollovers," he explains. "We can help you design an income strategy that helps conserve and grow your rollover assets, as well as incorporates insurance and investment vehicles to create opportunities for guaranteed income throughout your retirement and effectively bridge the so-called paycheck gap."
Pellegrino's commitment to empowering his team, and systematizing client service has resulted in remarkable growth for Goldstone Financial Group.now manages $1 billion in assets under management, as of December 2025.
For more information about retirement planning in Chicago, visit https://www.goldstonefinancialgroup.com/
*This award was issued in 2010 and 2011 by Five Star Professional (FSP).. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. The 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 clients' 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 FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com for more information regarding the criteria and the award.
"Goldstone Financial Group, LLC (“GFG”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or qualification. This material is provided for informational purposes only. Opinions expressed herein are solely those of GFG. None of the information presented in this material is intended to offer personalized investment advice and does not constitute an offer to sell or solicit any offer to buy a security or any insurance product and is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation."
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road, Oakbrook Terrace, Illinois 60181, United States
Phone: +1-630-620-9300
Website: https://www.goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89182301
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