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Brentwood, TN Financial Advisor: Tax Savings Strategies For Retirees Updated

Goldstone Financial Group (+1-630-620-9300) updates its services, providing comprehensive tax planning for retirees in Brentwood, TN and surrounding communities.

Through this enhanced service, retirees can lower their tax bills by taking advantage of qualified deductions for medical costs, charitable donations, and mortgage interest. Moreover, the team will help clients optimize traditional IRAs and 401(k) accounts so their assets can grow tax-free for as long as possible.

More information about Goldstone Financial Group is available at

The company emphasizes that its services comply with all IRS rules, meaning retirees can legally lower their taxes without triggering an audit. Before retaining the consultancy, prospective clients can book a preliminary consultation to better understand what tax strategies are suitable for them.

According to a study done by PwC, the median retirement savings account for those approaching retirement is $120,000, which allows for a budget of only about $1,000 per month.

By optimizing their taxes, seniors can free up hundreds or thousands of dollars a year, giving them more financial leeway, explains Goldstone Financial Group. CEO Anthony Pellegrino says: “When you live on a fixed retirement income, taxes can chip away at your budget. That’s why we help seniors like you make sure that you don’t pay more than you absolutely have to.”

Tax optimization is a key component of the company’s retirement planning service. The team can also offer assistance in matters such as healthcare, estate, and wealth planning, ensuring that clients are financially secure no matter what life stage they may be in.


Established in 2000, the company provides comprehensive financial planning services to clients around the Greater Chicago Area. Goldstone Financial Group is led by Anthony Pellegrino, who has personally helped over 2,500 clients achieve their financial goals.

The consulting firm is known for its expert and hands-on service, as illustrated in this review: “Working directly with Anthony Pellegrino is like working with family. We have been with Goldstone for over 10 years and have never had a negative issue with the entire staff. All staff are friendly and knowledgeable and if they can’t help you directly, they will find someone in their office to satisfy your request.”

Interested parties may find additional information at

Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States
Phone: +1-630-620-9300

Source: PressCable

Release ID: 89122586

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