-- Goldstone Financial Group is expanding access to retirement planning in Nashville with a clear emphasis on building reliable income streams designed to last throughout retirement. The firm's approach, detailed in its retirement planning service overview, centers on evaluating every source of income—Social Security, pensions, annuities, and tax-advantaged personal savings—then constructing a plan that balances risk, growth potential, and tax efficiency to support essential expenses and lifestyle goals over decades of retirement.
For more information, visit Goldstone's Nashville office page at https://goldstonefinancialgroup.com/nashville/
The firm's approach to retirement planning is anchored in a fiduciary framework championed by CEO Anthony Pellegrino. Client-first advice and thoughtful portfolio construction are evaluated in conjunction with an investor's risk tolerance to build a reliable, personalized cash flow model.
Pellegrino and his team urge retirees and pre-retirees to act quickly. Recent Social Security Administration life expectancy data indicate that a 65-year-old man has an average remaining life expectancy of 17.5 years, while a 65-year-old woman has an average remaining life expectancy of 20.2 years. Increasing longevity has broadened the need for income solutions that must last two decades or more, they explain.
These longevity realities heighten exposure to market volatility, sequence-of-returns risk, and healthcare cost drift—areas Goldstone addresses through comprehensive income allocation, Social Security timing strategies, annuity design where appropriate, and coordinated withdrawal plans that seek to minimize taxes while extending asset durability.
Goldstone Financial Group assesses a client's current assets and income needs to inform its retirement income strategy. The firm's Nashville team works with residents seeking integrated income, investment, tax, healthcare, and estate planning solutions within a single, coordinated plan.
As an investment advisor, Anthony Pellegrino has been awarded the 'Five Star Wealth Manager' named by Chicago Magazine*, Pellegrino posits that diversified income sources and a tax-aware withdrawal approach are central to sustaining purchasing power and covering essential expenses. The firm's planners evaluate Social Security benefits optimization, pension coordination, the role of fixed, variable, and indexed annuities, and distribution strategies from IRAs and 401(k)s to build a plan that is both resilient and adaptable.
Goldstone Financial Group is a Registered Investment Adviser (RIA) offering retirement income planning, investment management, tax strategies, healthcare planning, and estate solutions.
For more information, visit https://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/
Release ID: 89178925