Scott A Goldstein, CFP®, CLU®, ChFC®

Wealth Management Advisor

MINDFUL     STRATEGIC     ATTENTIVE

For 25+ years, Scott Goldstein, CFP, CLU, ChFC, has had the privilege of assisting clients with the protection of their livelihoods and the fulfillment of their dreams. He's helped them send their children to college, prepare for the unthinkable and the unexpected, and realize the retirement they always dreamed about. Isn't it time he does the same for you?

Scott's mission is to help clients know their choices, strategically navigate key decisions, move past their financial fears, and fulfill their life's vision. He employs mindful awareness in his approach to financial matters by being engaged, understanding, and possessing an open curiosity. Scott uses a simple, continuous four-step process:

  • Listen – to know your vision of the future and to understand your financial philosophy
  • Assess – to examine your present and future insurance and investment needs and to develop a financial plan designed to meet those needs
  • Recommend – to present and discuss your financial plan
  • Agree – to make any necessary adjustments, to monitor the progress, and to re-adjust whenever necessary

But, it's more than the process itself. It's how he and his team implement the process.

The team - Stacy and Sommer - are present and aware. They're aware of your daily pressures and time demands, yet are sensitive to your wants and needs. They want to make things easy and convenient. Scott and his team want you to feel supported during the process of attaining financial peace-of-mind and the fulfillment of your dreams.


Beside his financial designations, Scott has another designation: TMF, or Trained Mindfulness Facilitator. He earned the certification from UCLA’s Mindful Awareness Research Center. Scott strives to weave financial mindfulness into his practice.

To help put you in the right mindset for financial planning, we recommend checking out the free guided meditations offered by UCLA’s Mindful Awareness Research Center.

 


2017 Brain on Finance Study

Thinking about important financial decisions doesn't just stress people out — it actually affects their brain function. Neuroscience shows what financial stress does to the brain. The good news? When people get a little assistance while making financial decisions, their brains actually relax, concentrate and make more effective choices.  Read more.

 


White Papers

For the latest information on key financial planning topics, read our white papers to learn more about how Northwestern Mutual can help you achieve your financial goals.

Retirement Savings Options You Must Consider Beyond Your 401(k) Changing Jobs? Top Financial Considerations Beyond Salary 5 Must-Do's When Saving for Retirement

       


Making great decisions about your wealth, whether you are deciding to grow it or protect it or both, starts with sound thinking; thinking that makes sense. Here’s how our thinking starts when it comes to helping you make important financial decisions.

 


Scott's Community Outreach

Educating others about financial matters and giving back are important to Scott. He shared his expertise and time with the women of Deborah's Place, Chicago's largest provider of supportive housing for single women experiencing homelessness. At Marah's Learning Center, he led workshops where he taught the principles of budgeting and planning that would help the residents reach their financial goals and achieve financial stability. More importantly, he showed them a pathway and provided inspiration and hope.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck