Goldstone Financial Group (630-620-9300), a financial advisor headquartered in Oakbrook Terrace near Chicago, has announced a new financial planning service for pre-retirees.

Oakbrook Terrace, United States, August 13, 2025 -- Goldstone Financial Group, under the lead of their founder and CEO Anthony Pellegrino, is pleased to now be offering pre-retirees in Chicago a comprehensive new financial planning service that is designed to address the five major pillars of retirement planning: income, investment, tax, healthcare and legacy planning.

More information is available at https://www.goldstonefinancialgroup.com/financial-planning-advisor-chicago-fulton-market/

Anthony Pellegrino and his experienced team appreciate that pre-retirees—who they define as people in the final years of their working life, and who are transitioning from accumulating wealth to preserving it and generating income for their post-retirement life—have different needs from both earlier career employees and current retirees.

As recent stock market instabilities have evinced, pre-retirees are also often in the most complex and challenging financial position, and can be the most susceptible to unexpected personal or market changes without adequate planning.

This is why Goldstone Financial Group takes such a multi-pronged and comprehensive approach to retirement planning in the critical pre-retirement years.

Through their five-pillar approach, the financial planners ensure that each aspect of a client’s financial life is carefully integrated. As such, while their income planning strategies focus on creating stable, sustainable cash flow throughout retirement, their investment planning prioritizes diversified portfolios tailored to each client’s goals and risk tolerance.

Tax planning is another core focus, and their team will work intensively to minimize a client's tax burdens both now and in the future. This is complemented by healthcare planning, which covers the rising costs of medical care and long-term support, and culminated by their legacy planning service, which ensures clients can pass on their wealth according to their wishes.

By addressing each of these areas, Goldstone aims to provide Chicago’s pre-retirees with clarity, confidence, and peace of mind; and with the financial standing they need to enjoy a long, happy and healthy retirement.

As a spokesperson for Anthony Pellegrino said, “We provide our retirement clients with diverse portfolios aimed at helping them enjoy their hard-earned cash after life in the workforce. Our retirement advisors pride themselves on setting up Chicago retirees not only to survive but to thrive and truly enjoy the fruits of their labor.”

Beyond these specific services, what Goldstone Financial Group also commits their clients is trust, transparency and open communication, which they believe are the cornerstones of good financial planning.

They encourage prospective new clients in the Chicago area to get in touch with their team to schedule an initial discovery session, where Goldstone will evaluate their current financial situation and create a tailored strategy to help them get to the financial position they wish to be in.

For more information, 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: 89167145

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