To read the full interview with Anthony Pellegrino on IdeaMensch, click here.

Anthony Pellegrino, of Goldstone Financial Group, 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. He provides 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, Anthony Pellegrino has a legal responsibility to put his clients’ needs ahead of his own and is held to a higher ethical standard than non-fiduciary advisors.

Anthony Pellegrino and Goldstone Financial Group have helped more than 1,500 clients bridge the paycheck gap during retirement by utilizing accounts with lifetime income features to guarantee earnings and create a paycheck for life. Pellegrino also offers professional asset management through a diverse portfolio of actively managed accounts and securities.

Anthony Pellegrino is seen Sunday mornings on CBS as the co-host of the television show, “Securing Your Financial Future*.” The show previously aired for five years on WLS 890AM radio station, where it was ranked one of the most listened to* financial and economic radio talk shows in Chicago.

Where did the idea for your company come from?

When my business partner Michael and I started Goldstone Financial Group, we did so because we wanted to help people. Back before we entered the market, we noticed that a lot of companies that promised retirement planning solutions only offered generic investment advice. New clients would walk into an advisor’s office, fill out a brief questionnaire, and then receive a cookie-cutter set of investment options. Information wasn’t tailored to the person, and advisors weren’t in a position to give a person the assurance and guidance they needed to build a long-term financial plan. The generic approach was one that worked for a volume-centered investment firm, but it rarely suited the needs of individual clients perfectly.

Michael and I created Goldstone Financial Group as a more holistically-driven firm. We had – and continue to have – four goals. First, we would help our clients design effective income plans so that they would never run out or outlive their retirement funds. Second, we would create an investment portfolio tailored to each client’s needs and preferences. Third, we would help our advisees create a realistic retirement plan. Lastly, we would give clients the guidance they needed to leave a legacy. Our model takes more interpersonal work and effort – but at the end of the day, I know we’re making a difference for our clients.

To read the rest of the interview with Anthony Pellegrino on IdeaMensch, click here.