Anthony Pellegrino of Goldstone Financial Group (630-620-9300) leads a team of experienced retirement and investment planners who work to secure the financial future of Nashville clients.
From retirement savings to diverse investment portfolios, Goldstone is one of the most trusted financial advisory firms in the wider Chicagoland region.
Planning for your retirement has never been more important, and now Goldstone brings its industry-leading planning services to three Tennessee offices. If you live in Nashville, Brentwood, or Franklin, you have access to an experienced team of retirement, investment, and wealth management advisors.
Go to https://goldstonefinancialgroup.com/ for more information.
Company founder and CEO Anthony Pellegrino leads a team of experienced financial experts, with new additions recently being made to support the firm’s Tennessee operation. Goldstone’s focus remains retirement finances, with the goal of helping you to secure your financial future.
The firm’s expansion comes as some experts warn of a “retirement crisis,” which they indicate is being caused by a combination of rising costs of living, fewer pensions, and higher life expectancy. A recent review by Pew Research estimates that the retirement savings shortfall could cost state and federal governments as much as $1.3 trillion through 2040.
Goldstone’s new Tennessee offices aim to help you improve your retirement savings through a multi-tiered approach, which can include optimization of your existing income streams, creation of new retirement savings accounts, and/or creating a diversified investment portfolio.
The firm’s recently established Tennessee teams retain up-to-date knowledge on how to manage your tax exposure for common income sources. As Anthony Pellegrino explains, these could include social security benefits, pensions, and/or personal savings.
In terms of retirement savings, you can access up-to-date advice on the regulatory situation in 2023. Mr. Pellegrino points out that 401(k) and IRA contribution limits increased from $20,500 to $22,500 in 2023, with further increases for those who are over the age of 50. The landscape is constantly changing, which is why you need expert guidance from a firm like Goldstone.
Coinciding with the recent expansion, Goldstone now offers an online retirement quiz, designed to help you identify gaps in your own retirement savings. The new survey is intended as a guide that can inform future consultations with advisors in the firm’s Tennessee or Chicago offices.
“We operate under the fiduciary standard, and our advisors are armed with the knowledge to provide sophisticated wealth-management services and advice,” Anthony Pellegrino recently explained. “We view it as our responsibility to thoroughly understand the goals and dreams of our clients, so we are in the very best position to leverage our experience and knowledge.”
Visit Goldstone at its Nashville, Brentwood, or Franklin offices, and start planning for a stable financial future.
Meet your team of senior financial advisors today. Check out https://goldstonefinancialgroup.com/contact-us/ so you can learn more.
