The Goldstone Way
Goldstone Financial Group wants to help you reclaim control over your financial future. Founded in 2000 by certified fiduciary and current firm principal, Anthony Pellegrino, Goldstone Financial Group specializes in providing each of its thousands of clients with thoughtful, tailored, and comprehensive financial strategies that will create a solid financial foundation for their retirement. In today’s market, conditions seem to be ever-fluctuating; retirement periods stretch longer and longer, making saving for post-career life ever-more stressful. At Goldstone, we aim to alleviate the pressure by crafting a diversified portfolio that takes the emotion out of investment decisions and continues to deliver consistent returns regardless of changes in the market. Everyone deserves a financially-secure retirement, and our advisors will set you on the path to finding yours.
At Goldstone Financial Group, we view every client we take on as a partner in our process. Rather than supply our customers with outdated, transactional, or pre-designed retirement income planning strategies, our fiduciaries will design a custom plan around what you need and hope for. We’re forward-thinking innovators, and our main priority is and will always be you. As fiduciaries, we have the legal responsibility and moral imperative to maintain total transparency and act in your best financial interests at all times. When you sign on with us, you can rest assured that our advisors will leverage their collective experience and knowledge to help you finance the retirement lifestyle you intend to have.
Retirement planning is no longer optional or reserved for the wealthy. Regardless of income level, every person should have an investment plan in place for their long-term financial health. Americans are living longer than they ever have; retirees today might need to support themselves for a full twenty-five or thirty years after they leave their regular paycheck behind. Savings alone won’t cut it – but Goldstone Financial Group can deliver long-term solutions that will compensate for the so-called paycheck gap and support clients through market dips and long-lasting retirements.
Firm principals and financial sector veterans Anthony and Michael Pellegrino firmly believe that by taking a rules-based and systematic approach to investment and implementing hedged equity strategies, they can limit losses and maximize returns in all market environments. Their philosophy has shaped Goldstone Financial Group’s creative approach to crafting client solutions.
Our financial strategies are comprehensive, diversified, and tax-efficient; all are crafted to withstand market fluctuations and provide you with a regular and dependable source of income. We further specialize in providing alternatives to conventional IRA and 401(k) rollovers that can both help you grow your rollover assets and incorporates existing investment and insurance products. Our overall goal remains simple: to provide you with options that will guarantee you income throughout the whole of your retirement.
Goldstone Financial Group is an SEC-registered investment firm headquartered in Oakbrook Terrace, Illinois. News of its work has been featured in several well-known, nationally-circulated publications including but not limited to: U.S. News, Newsweek, CNBC, the Wall Street Journal, Forbes, and Money. To find out more information about our capabilities or book an appointment with an advisor, please visit our main company site.
Areas of Expertise
Lifetime Income Planning
It’s no secret that people are living longer today. In fact, studies show that Americans may need their retirement nest eggs to last 25 to 30 years1 — a clear indication that retirement income plans are no longer just for the wealthy.
While it’s good news that people are living longer than ever before; however, a drawback to a longer life is the greater possibility of outliving your savings. At Goldstone Financial Group, we’re committed to helping you develop a strategy that you cannot outlive — one that continues to work for you no matter the market environment.
In fact, Goldstone specializes in providing alternative solutions for your IRA and 401(k) rollovers. 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. We think of it as an income strategy to help you bridge the “paycheck gap” in retirement.
Retirement Income Planning
Goldstone Financial Group is not your typical portfolio management firm. We are forward thinkers and innovators, and we won’t try to fit you in a box of pre-designed retirement income planning strategies. Instead, we’ll customize a strategy that actually works for you and your family — one that helps to put you on the path to the retirement lifestyle you want.
We will work hard to develop a comprehensive, diversified and tax-efficient financial strategy that helps you weather any type of market or economic condition in the days and years ahead. Using our innovative approach to retirement planning, we will introduce you to options that provide a steady and reliable income stream for the rest of your life and create the potential for long-term growth.
Our strong team of professionals will help ensure you receive all the assistance you need, not only in developing your retirement income strategy but also in maintaining it throughout your entire retirement.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at (630) 620-9300 today!