Chicago Financial Advisor Announces Save & Spend Retirement Planning Strategies

August 13, 2025 at 01:36 AM EDT

Goldstone Financial Group (630-620-9300) CEO Anthony Pellegrino announced a new suite of retirement planning strategies that look beyond wealth accumulation to building consistent income streams early in the pre-retirement phase.

Oakbrook Terrace, United States, August 13, 2025 -- Pellegrino's three-stage retirement planning approach responds to a relatively recent shift in mindset among American pre-retirees: later retirement and a 'save-and-spend' philosophy. With older Americans working past the official retirement age because of inflationary pressures, shrinking savings, or the need for employment benefits, building retirement income has become as important as wealth accumulation, he explains.

For more information, visit https://www.goldstonefinancialgroup.com/anthony-pellegrino/

Through his firm's discovery-based retirement planning process, Pellegrino hopes to safeguard his clients' financial futures by using income programs that mitigate the risks associated with federal benefit programs. The 'Discover-Evaluate-Plan' strategy builds on five core pillars: income planning, investment planning, tax planning, healthcare planning, and legacy planning.

"At Goldstone Financial Group, we have a process for building a personalized financial strategy that serves as a firm foundation for pursuing your goals," Pellegrino explains. "As Registered Fiduciary Advisers, our process accounts for industry risks and market volatility as well as fee reductions that are in our clients' best interests."

A Series 65 securities license holder and Investment Advisor Representative, Anthony Pellegrino has developed retirement plans and investment strategies for more than 2,500 clients. He saw the need to shift from an accumulation-based retirement strategy to one that offsets inflationary pressures on the country's most financially vulnerable demographic.

"The biggest mistake people are making is basing their retirement goals on what the price of things are today, not what they're going to be 10-20 years from now," he says. 'Our retirement income planning services consider all sources of income available in retirement, including social security benefits, pensions, annuities, and personal savings."

Goldstone Financial Group creates personalized retirement plans that combine the use of lifetime income products and programs while offering forward-looking asset management and wealth management services.

Pellegrino's three-stage approach covers social security maximization, the inclusion of tax-deferred or tax-exempt funds in a client's financial plan, portfolio adjustments to mitigate higher-than-normal fees, and methods for reducing real estate tax burdens. The firm has offices across the Chicagoland area, as well as in Tennessee and Wisconsin.

For more information about Anthony Pellegrino and the Goldstone Financial Group, visit https://www.goldstonefinancialgroup.com/

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: 89167147

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Chicago Financial Advisor Announces Save & Spend Retirement Planning Strategies

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