EVERY RETIREMENT NEEDS

A Personal Touch

Our Retirement GPS program allows for innovative solutions – capturing long-term gains while limiting loss. Each is customized to fit your own personal financial goals.

Our services

Securing Your Financial Future™

Tactful and comprehensive financial strategy just for you.

What we do

Retirement Planning

We will develop a tactful and comprehensive financial strategy just for you, putting your needs first to help you capture gains while minimizing loss. We will create a diversified portfolio that takes the emotion out of the investment equation and works to deliver consistent returns for you.

What we do

Lifetime Income Planning

It’s good news that people are living longer than ever before; however, a drawback to a longer life is the greater possibility of outliving your savings. We’re committed to helping you develop a strategy that you cannot outlive — one that continues to work for you no matter what the market environment. We believe everyone deserves a financially independent retirement.

TAKE THE QUIZ

What’s Your #1 "Retirement Mistake?"

Take this Complimentary QUIZ to identify which of the five (5) areas of retirement is potentially your biggest “Retirement Gap” right now – and get a no-cost, customized report with your results and suggested next steps.

Our Team

Meet Our Advisors

We believe your financial future is far too important to leave to chance. We view it as our responsibility to thoroughly understand your goals and dreams so that we can leverage our experience and knowledge to help you realize them. That’s why we’re committed to remaining by your side as partners in achieving the results you desire.

Preferred partner of Chicago Medical Society

FOUNDER

Anthony Pellegrino​

Anthony Pellegrino has dedicated his practice not only to helping individuals plan for their financial future but also remaining by their side as a partner in achieving their desired results.

Brian Korienek

SENIOR ADVISOR

Phillip Shaw, CFP®

SENIOR ADVISOR

Justin Reppy

SENIOR ADVISOR

Richard Lombard

SENIOR ADVISOR

Harry Andler

ASSET PROTECTION SPECIALIST

Schedule A Meeting

Goldstone Financial Group has dedicated their practice not only to helping individuals plan for their financial future but also remaining by their side as a partner in achieving their desired results.

Download the guide

Understand Where Your Tax Dollars Go

This valuable resource can help you stay prepared for the upcoming tax season. The 2021 edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

What you'll learn:

  • How to prepare for Tax Season
  • Understand Tax Bracket Percentages
  • Understand recent changes to itemized deductions

Our Impact

About Goldstone Financial Group

Watch the video to discover how we help individuals and families achieve their ideal retirements.

Securing Your Financial Future

Aired weekly on CBS 2.

Weekly Podcasts

Listen to Securing Your Financial Future® Podcasts, posted weekly.

Recent Articles

Read the latest articles Michael and Anthony have published.

GOLDSTONE FINANCIAL

Featured on Television

Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Meet our friends at SHP Financial. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information 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.

 

Download the guide

Understand Where Your Tax Dollars Go

This valuable resource can help you stay prepared for the upcoming tax season. The 2021 edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation