CEO Anthony Pellegrino and his team at Goldstone Financial Group have expanded their retirement planning services, looking beyond investments and towards establishing lifetime income.
-- Responding to the growing risk of American retirees outliving their life savings, Goldstone Financial Group has recently introduced several changes to its Lifetime Income Planning services for Chicagoland retirees and pre-retirees. These changes aim to establish durable income strategies designed to weather market cycles and serve as viable alternatives to 401(k) rollovers and IRAs.
For more information about the changes, visit https://goldstonefinancialgroup.com/chicago/
CEO Anthony Pellegrino is spearheading changes to the company's retirement income planning practice to stay ahead of client needs during periods of market volatility. With these changes in place, Pellegrino aims to conserve and nurture his clients' rollover assets, incorporate insurance products, and recommend investment vehicles that can potentially make a 'lifetime paycheck' possible.
Retirement income plans based on annuity products are one way that Goldstone Financial Group helps build sustainable income into a client's portfolio. The firm calculates that a retiree earning $7000 monthly needs $1.16 million in savings after 20 years or $1.49 million after 30 years. A 'discover-evaluate-plan' process
As an SEC-registered investment adviser (RIA), Goldstone Financial Group has established fiduciary responsibility as one of its core principles in retirement income planning. The firm's team of investment advisors and wealth managers has expressed its commitment to acting in the best interest of its clients and prioritizing client interests above its own.
Pellegrino showcased the latest updates to the firm's retirement income planning practice, noting that it includes a detailed income and expense analysis, Social Security maximization, and planning for inflation, spousal care, and longevity. Retirement income strategies are based on the judicious use of annuities, IRA rollovers, and 401(k) rollovers from current and previous employers.
"While it's good news that people are living longer than ever before, a drawback to a longer life is the greater possibility of outliving your savings," said a spokesperson. "At Goldstone Financial Group, we're committed to helping you develop a strategy that you cannot outlive — one that can help continue to work for you, potentially even in turbulent market conditions."
A longtime Chicagoland investment advisor, Anthony Pellegrino is nationally recognized for his work in retirement planning. In 2010 and 2011, Chicago Magazine twice named him a Five-Star Wealth Manager*. Outside his advisory work, Pellegrino brings his expertise to the airwaves as the host of 'Securing Your Financial Future' on WLS 890 AM, where he offers weekly insights on retirement and wealth strategies.
For more information, visit https://www.goldstonefinancialgroup.com/
"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."
*The Five Star Award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/01/2025 through 08/01/2025. 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. 6399 Chicago-area wealth managers were considered for the award; 362 (6% of candidates) were named 2025 Five Star Wealth Managers.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. For a detailed award methodology, please visit: https://www.fivestarprofessional.com/awardwinners/CHIWM
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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: 89184354
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