Goldstone Financial Group has expanded its retirement investment planning services across Illinois, Tennessee, Wisconsin, and Ohio, offering strategies for income and wealth growth.
— 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.
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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
