As part of a new public awareness initiative, Goldstone Financial Group (630-620-9300) Founder and CEO Anthony Pellegrino advocates for transparency, clear communication, and a client-first philosophy built on trust when it comes to financial advice.
-- As a Series 65 securities license holder and an Investment Advisor Representative (IAR) for Goldstone Financial Group, Anthony Pellegrino has announced an awareness campaign to reinforce the importance of sound fiduciary leadership. With over two decades of experience serving Chicago-area clients, Pellegrino has launched the initiative to advocate for transparency and client-first principles that distinguish registered investment advisers from traditional brokers.
For more information, visit https://www.goldstonefinancialgroup.com/anthony-pellegrino/
Pellegrino speaks of fiduciary leadership as rooted in placing clients' interests first. He contends that true fiduciaries are transparent, act with integrity, and are committed to full disclosure, especially regarding fees and potential conflicts of interest, particularly in an environment of fiscal policy uncertainties, inflationary pressures, and volatile valuations.
"Fiduciary responsibility isn't just a regulatory requirement; it's the foundation of trust that every client relationship should be built upon," said Pellegrino. "A trusted financial advisor will help you create a retirement income plan that is designed to last as long as you do, taking into account market volatility, inflation, and healthcare costs."
Through his work with the Goldstone Financial Group, Pellegrino has helped more than 2,500 clients build future-proof retirement plans that focus on making informed investments, tax optimization, and estate planning. His wealth management and retirement planning solutions focus on preventing or filling the income gap through the use of instruments with lifetime income features.
As several provisions of the SECURE 2.0 Act take effect in 2025, Pellegrino notes the effectiveness and reliable yield of hybrid annuities for retirees. This instrument hedges against inflation while providing a steady pension-like income. In his article, "How to Build a Retirement Plan That Lasts," he notes that the diligence of a fiduciary advisor is directly tied to the design of future-proof retirement planning, which must account for global and national policy changes, prevailing economic headwinds, and shifts in risk tolerance.
Client communication through regular check-ins and plan adjustments is foundational to success, he observes.
Pellegrino co-hosted the CBS 2 television program "Securing Your Financial Future" and previously spent five years on WLS 890AM radio, where Nielsen Audio ranked his show among the most listened-to financial programs in Chicago.
His industry recognition includes being named one of the Top Ten Advisors in America in 2013 by Advisors Excel and consistently ranking in the top one percent of Safe Money Specialists nationally. Chicago Magazine has twice recognized him as a Five Star Wealth Manager based on client satisfaction surveys.
Pellegrino's thought leadership includes regular contributions to Kiplinger magazine, where he discusses topics ranging from retirement income planning to investment strategy during market volatility.
The Goldstone Financial Group operates as an SEC-registered investment Adviser (RIA) with multiple advisors holding advanced certifications, including Certified Financial Planner (CFP®) designations and various securities licenses. The group maintains offices throughout the Chicagoland area and has expanded to serve clients in Nashville, Wisconsin, and Ohio.
For more information about Anthony Pellegrino and the Goldstone Financial Group, 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: 89165696
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