Goldstone Financial Group Educates People On Retirement And Financial Planning

Goldstone Financial Group, based in Oakbrook Terrace, Illinois, and serving the Chicago-land area has been educating the public about retirement and financial planning. They have been doing this through various ways, including the Goldstone Financial Group's YouTube Channel, articles in financial publications, TV news segments, and podcasts.

Anthony Pellegrino, a principal at Goldstone Financial Group, says, “At Goldstone Financial Group, we believe your financial future is far too important to leave to chance. Rather than approach your finances with an outdated, transactional approach focused on particular products, we serve as your comprehensive financial solutions provider, forging a deeper relationship and creating a strategy that can be adjusted as needed to help you reach your unique personal goals.”

Goldstone Financial Group has been in business for 18 years and it has an A+ rating from the Better Business Bureau (BBB). This can be gleaned from the web page bbb.org/us/il/oakbrook-terrace/profile/investment-advisory-services/goldstone-financial-group-llc-0654-88350081. It has been a BBB accredited business Since August 31, 2000 and has a five star rating from customer reviews.

Bill D., a past client, gave Goldstone Financial Group five stars and said, “After working with several financial advisors, we are glad we found Goldstone. They are the best and far above the rest. As a finance major, I am impressed with their knowledge and understanding of the markets and financial tools available.”

In another review, Cathy L., another past client, also gave the company a five star rating and said, “I am a happy client of Goldstone for many years. And now since I am on my own they have helped me even more and are very patient and courteous with me. They are good people that treat you with respect and yet still have a good sense of humor as well. I have always been very pleased with their expertise in my financial issues.”

A key service offered by the Goldstone Financial Group is retirement income planning. According to Mike Pellegrino, principal and chief investment strategist, “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.“

What they actually do is tailor-fit a strategy that will actually work for the clients and their family. This is a strategy that puts the clients on the path to the retirement lifestyle that they desire. The team at Goldstone Financial Group will work very hard to create a comprehensive, tax-efficient and diversified financial strategy that will help the client weather any kind of economic or market condition in the coming days and years. An innovative approach to retirement planning is used and the firm will introduce clients to options that offer reliable and steady income streams for the rest of their life.

Goldstone Financial Group also offers lifetime income planning because people are living longer today. Studies have now shown that because they are living longer, Americans now need their retirement nest eggs to last for as long as 25 to 30 years. The firm specializes in offering alternative solutions to the 401(k) and IRA rollovers. They are capable of designing an income strategy for clients that would help conserve and grow their rollover assets as well as integrate investment and insurance vehicles to create opportunities for guaranteed income throughout the clients’ retirement.

It should also be noted that Goldstone Financial Group has an 86 percent Trust Score on investor.com as indicated on the page https://investor.com/rias/goldstone-financial-group-222520. Trust Score is based on a proprietary algorithm that rates registered investment advisor (RIA) firms for overall trustworthiness. The higher the score, the more trustworthy is the firm. Investor.com also takes note of the various benefits offered by Goldstone Financial Group. These include the fact that the firm does not have felony convictions, it uses a transparent fee-only model, the fact that the firm’s website is secure, and the fact that it does not have any misdemeanor convictions.

Those interested in learning more about the services offered by Goldstone Financial Group can visit their website or contact them by phone or by email.