Anthony Pellegrino is the Founder and CEO of Goldstone Financial Group, where he has developed a renowned five-part process for building personalized financial strategies to help clients achieve their retirement goals. With a focus on holistic financial planning, Anthony's approach includes: Income Planning: Ensuring a steady and reliable income stream throughout retirement. Investments: Aligning investment plans with each client’s risk tolerance and financial objectives. Tax Planning: Minimizing tax liabilities and maximizing savings. Healthcare: Preparing for medical expenses and long-term care needs. Legacy/Estate Planning: Managing and distributing assets to preserve the client’s legacy. Anthony's commitment to providing tailored and comprehensive financial solutions offers clients peace of mind and a clear path to a secure and fulfilling retirement.