Location: Ditka’s Restaurant
Dates: March 17, 2022
Time: 6:00 PM CDT (Doors Open At 5:30 PM)
Address: 2 Mid America Plaza Suite 100, Oakbrook Terrace, IL 60181
Are You Retired, Or Nearing Retirement And Looking For The Confidence To Take The Next Step?
Note: This event is most suited for individuals and couples who have saved at least $500,000 for retirement.
Join us for a delicious complimentary dinner (meal and dessert are on us!) at one of the area’s top restaurants.
I’d love to sit down with you and tell you more about how The Goldstone Retirement Roadmap®️ can help you create a clear path to the retirement you’ve always wanted.
Just a 45-minute investment of your time may save you money and give you greater financial confidence about your retirement.
Our goal is for you to leave with all your questions answered.
Anthony Pellegrino, Principal is a fiduciary advisor that has dedicated his practice not only to helping individuals plan for their financial future but also remaining by their side as a partner in working toward their desired results. He helps create financial plans targeted at achieving consistent, reliable returns regardless of market fluctuations and uncertainties. He does this by putting his clients’ needs first.
As a fiduciary advisor, he has a legal responsibility to put his clients’ needs ahead of his own and is held to a higher standard than non-fiduciary advisors.
Before founding Goldstone Financial Group, Anthony watched how other firms treated their clients, promising retirement planning solutions only to offer generic investment advice. He believed people deserved better.
Since then, Anthony has helped more than 3,000+ clients bridge the paycheck gap during retirement by using accounts with lifetime income features to guarantee earnings and create a paycheck for life. He also offers professional asset management through a diverse portfolio of actively managed accounts and securities.
Anthony can be seen on most television networks on a weekly basis including CBS, ABC, WGN, CNBC and Fox WFLD and is also often quoted in major financial sources including FORBES & KIPLINGER. You may have seen Anthony on Sunday mornings on CBS 2 as the co-host of the television show “Securing Your Financial Future.™” The show previously aired stemming back 13 years on WLS 890 AM.
Anthony was named a Five Star Wealth Manager in Chicago Magazine (2010, 2011, & 2019) three times as voted by his clients and peers. This is a consumer-based award in the financial services industry given to wealth managers in the Chicago area who scored highest in overall client satisfaction. He has written a monthly financial column for the Chicago Medical Society and has been selected as a preferred partner as well. Anthony’s growing success also led him to share the stage with former President George W. Bush in Washington, D.C., at the Ronald Reagan International Trade Center.
Anthony holds a Series 65 securities license and is an Investment Advisor Representative (IAR) of Goldstone Financial Group, which is a Registered Investment Advisor (RIA). He also holds an Illinois insurance license.
In his spare time, Anthony enjoys spending time in the Elmhurst community with his wife and three sons. He has a passion for supporting the U.S. military and is an active advocate and sponsor of the USO and Operation Support Our Troops, and he supports many other local charities throughout the Chicagoland area, such as Northern Illinois Food Bank, Feeding America, Make a Wish Foundation, National Breast Cancer Foundation, among several others.
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