Our Retirement GPS program allows for innovative solutions - capturing long-term gains while limiting loss. Each is customized to fit your own personal financial goals. We will develop a tactful and comprehensive financial strategy just for you, putting your needs first to help you capture gains while minimizing loss.
We will create a diversified portfolio that takes the emotion out of the investment equation and works to deliver consistent returns for you. It's good news that people are living longer than ever before; however, a drawback to a longer life is the greater possibility of outliving your savings. We're committed to helping you develop a strategy that you cannot outlive - one that continues to work for you no matter what the market environment.
We will create a diversified portfolio that takes the emotion out of the investment equation and works to deliver consistent returns for you. It's good news that people are living longer than ever before; however, a drawback to a longer life is the greater possibility of outliving your savings. We're committed to helping you develop a strategy that you cannot outlive - one that continues to work for you no matter what the market environment.
Services
We're committed to remaining by your side as partners in achieving the results you desire. We view it as our responsibility to thoroughly understand your goals and dreams so that we can leverage our experience and knowledge to help you achieve them. In simple terms, advisors with fiduciary responsibility have a legal responsibility to put your needs ahead of their own.
Anthony Pellegrino has dedicated his practice not only to helping individuals plan for their financial future but also remaining by their side as a partner in achieving their desired results. To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy please contact us today.
At Goldstone Financial Group, we have a process for building a financial strategy that gives you a firm foundation for pursuing your goals. A tactful and comprehensive financial strategy just for you. Schedule a meeting to sit down with us and discover what your ideal retirement looks like. Using our 5-Step GPS Process, we'll examine your current financial situation and determine your retirement income needs.
Goldstone Financial Group is not your typical portfolio management firm. We are forward thinkers and innovators, and we won't try to fit you in a box of pre-designed retirement income planning strategies. Instead, we'll customize a strategy that actually works for you and your family - one that helps to put you on the path to the retirement lifestyle you want.
It's no secret that people are living longer today. In fact, studies show that Americans may need their retirement nest eggs to last 25 to 30 years1 - a clear indication that retirement income plans are no longer just for the wealthy. Most folks don't have a plan in place. Schedule a call and we can build together a tactful and comprehensive financial strategy just for you.
Reviews (10)
Carolina Berry
Feb 02, 2022
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Gail Barnes
Jan 26, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
A friend mentioned Goldstone Financial Group helping to plan their retirement. After meeting with an advisor, I had a whole new outlook on what mine would look like. Their GPS to Retirement Planning is client-focused and specifically designed with your assets and goals in mind.
A friend mentioned Goldstone Financial Group helping to plan their retirement. After meeting with an advisor, I had a whole new outlook on what mine would look like. Their GPS to Retirement Planning is client-focused and specifically designed with your assets and goals in mind.
Edwin Smith
Jan 25, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
Goldstone Financial Group put me in the best possible position for my retirement. My advisor answered all my questions in ways I could understand so that I could make the best decisions for my goals. With just a couple of working years left, I am confident I’ll be enjoying the next phase of my life.
Goldstone Financial Group put me in the best possible position for my retirement. My advisor answered all my questions in ways I could understand so that I could make the best decisions for my goals. With just a couple of working years left, I am confident I’ll be enjoying the next phase of my life.
Josephine Howell
Jan 14, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
I started thinking about my retirement later in life and was worried no one could help. Thankfully, Goldstone understands and has plans designed for anyone. Income planning has been so beneficial and I have a much more secure retirement ahead of me now.
I started thinking about my retirement later in life and was worried no one could help. Thankfully, Goldstone understands and has plans designed for anyone. Income planning has been so beneficial and I have a much more secure retirement ahead of me now.
Kenneth Wilson
Jan 02, 2022
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Upon contacting Goldstone Financial Group I knew I had found the right place. The professional I spoke with made sure he understood completely my goals and dreams regarding my future. That assured me that he was going to direct my finances in such a way that those goals and dreams would be realized. I guess you could say they employ the “personal touch”.
Charlton Wheeler
Jan 01, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
Protecting my current assets while creating more wealth for my retirement has been a focus for me and it’s great to have someone else in your corner. My advisor at Goldstone has reviewed my plan and made great suggestions on investments and trust planning. I know I am in good hands.
Protecting my current assets while creating more wealth for my retirement has been a focus for me and it’s great to have someone else in your corner. My advisor at Goldstone has reviewed my plan and made great suggestions on investments and trust planning. I know I am in good hands.
Craig Clark
Dec 17, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Being a law enforcement officer is a career I am proud to own and also one that Goldstone has a unique asset protection plan for. It protects my family and I in multiple ways and it’s as important to me as the safety precautions I take on the job daily.
Being a law enforcement officer is a career I am proud to own and also one that Goldstone has a unique asset protection plan for. It protects my family and I in multiple ways and it’s as important to me as the safety precautions I take on the job daily.
Art Hoover
Dec 02, 2021
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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 issues with the entire staff. All staff is friendly and knowledgeable and if they can't help you directly, they will find someone in their I=office to satisfy any of your needs. Thanks for all your help Goldstone, enjoy the holidays!
Ulrikekonchan
Nov 22, 2021
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I have nothing but good things to say about this company. They always treat you like you are important to them, even if you are not one of the "big fish" in the realm of investment management. They have guided me without being pushy and have always followed up on questions or inquiries. Their staff is very professional and knowledgeable. They take the time for an annual review with each client, where they not only go over how your investments have been performing, but also suggest alternatives that you as a client may not have been aware of.
Peggy Draver
Nov 11, 2021
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I wanted to take this moment to thank you and your organization for your expert advice and your willingness to keep your client base well informed of the newest and best investment instruments. As a couple facing retirement, my wife and I met you at a 2013 introduction meeting at Venuti’s Restaurant in Addison. As a finance graduate, with a corporate background of being a Controller of an Insurance Company, I was well versed in Annuities. However, the marketplace was changing rapidly, and with your advice, we were able to take advantage of new products, which offered % bonuses for new customers
