Chicago-based Anthony Pellegrino, founder of Goldstone Financial Group (630-620-9300), has published success stories that demonstrate the strength of the firm's Retirement Roadmap amid market volatility, inflation, and regulatory changes in 2025.
-- Goldstone Financial Group spotlighted the work of CEO Anthony Pellegrino as part of its updated client success showcase. As new challenges unfold in the second half of the year—including persistent inflationary pressures, ongoing market fluctuations, and the phased implementation of the SECURE 2.0 Act—Pellegrino's firm is highlighting how its 'Retirement Roadmap' has already yielded results for its clients across the Midwest.
For more information, visit https://www.goldstonefinancialgroup.com/client-testimonials/
The SECURE 2.0 Act, which continues to roll out provisions in 2025, gradually increases the age for required minimum distributions (RMDs) to 75 by 2033—allowing retirees to defer taxable withdrawals longer, which has several implications for income tax planning and portfolio longevity. Enhancements to catch-up contributions and the expansion of Roth plan options, which allow employer matches to be made directly into Roth accounts, result in greater flexibility but demand careful tax strategy.
In response, Pellegrino and his team emphasize tax-smart strategies and structured income designs that create steady "retirement paychecks" while minimizing exposure to taxation and market downturns.
They continue to steer customer success strategies by focusing on diversified portfolios and carefully designed lifetime income features. This approach is consistent with industry analyses, which caution that without structured planning, a significant portion of retirees risk outliving their savings.
Anthony Pellegrino explains: "Our mission is to provide clients with the clarity and confidence they need to make informed decisions about their financial future. We believe in building plans that address every aspect of retirement, from income and investment management to tax and healthcare planning."
That mission underpins what Pellegrino calls the Goldstone Retirement Roadmap, which integrates investment and income planning for predictability, proactive tax strategies to anticipate legislative changes, healthcare and Medicare planning to offset rising costs, and estate and legacy solutions to preserve wealth for the next generation.
Clients have described Goldstone's planning as providing the confidence that income will last through changing market cycles.
Discussing the firm's planning expertise, Michael F., a client since 2022, said, "Our recent review included a discussion with a high-level CPA specialist, and we were presented with serious tax savings for the next 10 years. The advice was far beyond our expectations, expanding our trust and confidence in the Goldstone Team."
The firm has significantly expanded its assets under management, now surpassing $1 billion (as of 12/2025). Pellegrino has been recognized as a Star Wealth Manager by Chicago Magazine, honors drawn from client and peer recognition. A strong proponent of financial literacy for retirees, Pellegrino hosts the weekly radio program "Securing Your Financial Future" on WLS 890AM, where he educates listeners on retirement, income, and wealth strategies.
For more information about Goldstone Financial Group's services, visit https://www.goldstonefinancialgroup.com or call (630) 620-9300.
*The testimonials and reviews are provided voluntarily by our current clients. We do not compensate any persons for sharing their thoughts or experiences.
**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/
Source: PressCable
Release ID: 89180926
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