Session Available Now
Session Available Now
How You Could Avoid 5 Retirement Planning Mistakes In 2022 And Beyond…
These are the 5 keys we share with our clients to potentially help them save money on taxes and earn more in their retirement years!
In this presentation, you will learn:
In this presentation,you will learn:
- Key #1: Tax strategies that could potentially decrease your tax bill at the end of the year…
- Key #2: Why saving and investing alone...doesn’t ensure that you’ll retire successfully…
- Key #3: Discover the reason we take a non-traditional approach to income planning for retirement years. This approach is NOT the same one your parents or grandparents used…
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Key #4: Why we recommend creating a long term plan for healthcare. A recent article in Barron’s said “...the average couple will need $469,000 for healthcare and long-term care expenses in retirement.” We want to help you create a plan that includes a solution to this potential problem…
AND more...
About The Founder OfGoldstone Financial Group
ANTHONY PELLEGRINO
Anthony Pellegrino, Principal is a fiduciary advisor that has dedicated his practice not only to helping individuals plan for their financial future but also remaining by their side as a partner in working toward their desired results. He helps create financial plans targeted at achieving consistent, reliable returns regardless of market fluctuations and uncertainties. He does this by putting his clients’ needs first.
As a fiduciary advisor, he has a legal responsibility to put his clients’ needs ahead of his own and is held to a higher standard than non-fiduciary advisors.
Before founding Goldstone Financial Group, Anthony watched how other firms treated their clients, promising retirement planning solutions only to offer generic investment advice. He believed people deserved better. Since then, Anthony has helped more than 3,000+ clients bridge the paycheck gap during
retirement by using accounts with lifetime income features to guarantee earnings and create a paycheck for life. He also offers professional asset management through a diverse portfolio of actively managed accounts and securities.
Anthony can be seen on most television networks on a weekly basis including CBS, ABC, WGN,
CNBC and Fox WFLD and is also often quoted in major financial sources including FORBES &
KIPLINGER. You may have seen Anthony on Sunday mornings on CBS 2 as the co-host of the
television show “Securing Your Financial Future.™” The show previously aired stemming back 13
years on WLS 890 AM.
Anthony was named a Five Star Wealth Manager in Chicago Magazine (2010, 2011, & 2019) three times as voted by his clients and peers. This is a consumer-based award in the financial services industry given to wealth managers in the Chicago area who scored highest in overall client satisfaction. He has written a monthly financial column for the Chicago Medical Society and has been selected as a preferred partner as well. Anthony’s growing success also led him to share the stage with former President George W. Bush in Washington, D.C., at the Ronald Reagan International Trade Center.
Anthony holds a Series 65 securities license and is an Investment Advisor Representative (IAR) of Goldstone Financial Group, which is a Registered Investment Advisor (RIA). He also holds an Illinois insurance license.
In his spare time, Anthony enjoys spending time in the Elmhurst community with his wife and three sons. He has a passion for supporting the U.S. military and is an active advocate and sponsor of the USO and Operation Support Our Troops, and he supports many other local charities throughout the Chicagoland area, such as Northern Illinois Food Bank, Feeding America, Make a Wish Foundation, National Breast Cancer Foundation, among several others.
The Goldstone team and I are here to serve you. Learn ways to help secure your future.
We are a financial services firm helping clients prepare for retirement through the use of insurance and investment products and services. Investment Advisory Services are offered through Goldstone Financial Group, LLC. (GFG), an SEC registered investment advisor. No statements made shall constitute nor do we provide tax, legal or accounting advice. You should consult your own legal or tax professional. Investing involves risk, including possible loss of principal. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. We are not affiliated with the Social Security Administration or any other governmental agency. By attending this retirement planning and insurance sales presentation, you will be offered the opportunity to meet with us one-on-one to learn how The Goldstone Retirement Roadmap®️ can help you prepare for the retirement you deserve.
The network and publication appearances listed do not represent any endorsement, level of expertise, recommendation, or any affiliation with Goldstone Financial Group. For additional information regarding the Five Star Wealth Manager Award please visit here.