-- Goldstone Financial Group, led by founder and CEO Anthony Pellegrino, has announced an expansion of its investment planning services across Illinois, Tennessee, Wisconsin, and Ohio. The firm's updated offerings are designed to help pre-retirees and retirees address long-term income and wealth growth objectives through fiduciary-guided financial strategies.
More information is available at https://www.goldstonefinancialgroup.com/services/investment-planning/
The expansion comes as rising healthcare costs and ongoing inflationary pressures continue to challenge traditional retirement planning assumptions. According to the 2025/2026 Fidelity Retiree Health Care Cost Estimate, a 65-year-old couple can now expect to spend an average of $345,000 on medical expenses throughout retirement. This figure is further compounded by a 9.7% increase in standard Medicare Part B premiums for 2026, which significantly outpaces the year's 2.8% Social Security cost-of-living adjustment.
Goldstone's updated service model is structured around tax efficiency and lifetime income planning. As an SEC-registered investment advisor, the firm operates under a fiduciary standard, which legally requires advisors to act in the best interests of its clients. Goldstone identifies this distinction as particularly relevant given recent shifts in tax laws and increasing regulatory complexity.
The firm's approach centers on what it calls its "Retirement Roadmap" strategy, designed to evaluate all available income sources, including Social Security, pensions, and personal savings. By balancing short-term liquidity with long-term capital appreciation, Pellegrino and his team aim to help retirees cover essential expenses without depleting their assets prematurely. The strategy also incorporates annuities and investment vehicles with lifetime income features to help provide consistent retirement income.
Goldstone's investment planners work with a mix of diversified asset classes, including mutual funds and index funds, to help manage market risk. The firm's model balances short-term investments, such as money market funds for liquidity, with long-term growth vehicles intended for capital appreciation. This approach is designed to reduce the impact of market volatility on clients who are transitioning from accumulation to distribution.
The firm, certified as a "Great Place to Work" in 2025 and rated A+ by the Better Business Bureau, serves high-net-worth households through a team of Advisors and CPAs. To date, Goldstone has assisted more than 1,500 clients in managing the transition from employment income to retirement distributions.
New and existing clients can access these enhanced services at the firm's corporate headquarters in Oakbrook Terrace or through its regional offices.
For more information, visit https://www.goldstonefinancialgroup.com/
Disclosure:
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.
Great Place To Work Certification criteria are the global standard for quantifying and benchmarking the employee experience. Using the Great Place To Work Trust Model and the Trust Index Survey, Certification evaluates workplace culture from the perspective that matters the most — the employee — offering the most comprehensive picture on the market of the internal health of an organization.
To be considered for Certification, organizations must have 10 or more employees and must complete a two-step process:
Survey employees with the Trust Index Survey.
Complete the Culture Brief™, a company questionnaire.
Positive employee responses to the Trust Index Survey (four and above on the five-point scale) are averaged to provide an organization-wide assessment of culture: the Trust Index. Companies that score above the current threshold become Great Place To Work Certified.
Surveys must meet strict requirements for how they are distributed and the percentage of employees who respond to ensure they accurately represent feedback from the company’s full population.
BBB ratings range from A+ to F, based on factors like customer complaints, transparency, and responsiveness. Customer reviews do not impact the BBB rating. BBB also seeks and uses information directly from businesses and public data sources. Please find more information about the BBB rating system.
BBB ratings reflect how a business is likely to interact with customers. Ratings update automatically as new information is received. In some cases, a business's grade may be lowered if the BBB does not have sufficient information about the business despite requests for the information.
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: 89188787