Goldstone Financial Group CEO Anthony Pellegrino highlights fiduciary-driven retirement strategies that address market volatility, interest rate shifts, and tax risks for retirees entering uncertain territory in the second half of 2025.
-- Amid a backdrop of persistent inflationary pressure, fluctuating interest rate guidance from the Federal Reserve, and rising healthcare costs, Chicago-based Registered Investment Adviser Goldstone Financial Group, along with CEO Anthony Pellegrino, have announced updates to the firm's fiduciary-led retirement advisory models.
For more information, visit https://www.goldstonefinancialgroup.com/retirement-planning/
Pellegrino, twice recognized as a Five Star Wealth Manager by Chicago Magazine*, has supported the broadening of his 'Retirement Roadmap' approach that integrates investment planning, guaranteed lifetime income, tax risk reduction, healthcare planning, and estate preservation.
"Market changes in mid-2025 mean retirees cannot rely on outdated strategies towards the end of the year," Pellegrino said. "With equity markets moving sideways, Treasury yields shifting, and sequence-of-returns risk impacting early retirement years, advisors must act as fiduciaries — aligning every recommendation with the client's long-term security. Our goal is to give retirees confidence, regardless of market cycles."
Pellegrino noted that retirees today face a heavier burden of decision-making, citing Wall Street Journal coverage from August 2025 that highlighted the increased exposure of retirees to equity corrections as many move from employer pensions to 401(k)-only reliance. Amid these market changes, Goldstone Financial Group is recommitting to advisory programs that combine tax-efficient income planning, Roth conversions, and estate tools to minimize risk.
Other key focus areas include volatility mitigation through insurance-backed annuities and structured income vehicles, as well as healthcare and longevity planning, which address long-term care and inflation-driven lifestyle risks.
The firm's retirement planning and wealth management strategy is built around fiduciary responsibility. As a Registered Investment Adviser, Goldstone Financial Group is legally bound to act in its clients' best interests, a point emphasized throughout its fiduciary responsibility page.
"Retirees need more than investment products — they need an integrated plan, reviewed annually, that adapts to policy, healthcare, and market shifts," Pellegrino added. "That's what our fiduciary model is built for."
Pellegrino has consistently championed the importance of fiduciary responsibility, often discussing this client-first approach on his radio show, 'Securing Your Financial Future' on WLS 890AM.
About Goldstone Financial Group
Goldstone Financial Group is a Chicago-based wealth management firm and Registered Investment Adviser (RIA) specializing in retirement income planning, investment portfolio management, tax strategies, healthcare planning, and legacy solutions. Serving clients across Illinois, Tennessee, Wisconsin, and Ohio, the firm champions its focus on consumer education initiatives and assisting clients in growing their retirement income.
For more information, visit https://www.goldstonefinancialgroup.com or call (630) 620-9300.
*This award was issued in 2010 and 2011 by Five Star Professional (FSP).. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com for more information regarding the criteria and the award.
"Goldstone Financial Group, LLC (“GFG”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or qualification. This material is provided for informational purposes only. Opinions expressed herein are solely those of GFG. None of the information presented in this material is intended to offer personalized investment advice and does not constitute an offer to sell or solicit any offer to buy a security or any insurance product and is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation."
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: 89182302
In the event of encountering any errors, concerns, or inconsistencies within the content shared in this press release, we kindly request that you immediately contact us at error@releasecontact.com (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). Our dedicated team will be readily accessible to address your feedback within 8 hours and take appropriate measures to rectify any identified issues or facilitate press release takedowns. Ensuring accuracy and reliability are central to our commitment.
