Scott A Goldstein, CLU®, ChFC®, CFP®

Wealth Management Advisor

Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

 

"I am committed to serving my clients with professionalism and integrity, and to be accessible in their moment of need."

– Scott Goldstein

 

Scott Goldstein has found people care deeply about at least four aspects of their lives: family, friendships, career and community. In each of these areas, success or happiness often hinges on the quality of relationships. Scott understands this and has made it the foundation of his work as a Wealth Management Advisor, dedicating his career to creating strong relationships.

Aware that everyone can be a little smarter about their money, Scott offers his financial guidance as a meaningful asset. He helps clients gain the knowledge they need to understand financial threats and anticipate opportunities.

Here is an insightful video to outline the experience you will receive with not only Scott's areas of expertise, but with the enduring strength of Northwestern Mutual:

EconoMe by Northwestern Mutual

 

Scott’s Philosophy

It is Scott’s belief that a certain level of trust and understanding must be obtained in a client relationship to produce lasting success. Scott’s priority is to assess your current needs and develop a plan to help achieve your financial goals. To develop your plan, Scott will discover your vision for the future, your mission in life and your personal financial philosophy. By forming lifelong relationships, Scott and his team are available to provide the best service for our clients at all times. Financial planning is an ongoing process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased. Scott, Sarah, Kelsey and Nicole have the knowledge and expertise to help you discover your core values and integrate them into your planning process. To learn more about Scott’s team and what they can do for you click here.

 

Scott’s Commitment to You

Since 1993, Scott has been helping the Chicagoland marketplace retire with confidence, financial security and comfort. His positive impact and innovative solutions have contributed in his client’s financial security planning, helping send their kids to college and helping protect their families.

             “What makes me happy is helping people accomplish their financial goals and succeed at what is really important to them.”

You can count on Scott Goldstein’s experience, integrity and passion for the business to allow your dreams to come true.

 

5 Strategies for Retirement Savings Success

You may be saving for retirement, but do you have a strategy for how you save? To start, try these five proven strategies for success.

  1. Create a Vision.
  2. Save Early and Regularly.
  3. Diversify Your Retirement Income Sources.
  4. Protect Your Assets Against Risk.
    • Disability
    • Untimely Death
    • Long-term care needs
  5. Avoid Common Saving Hazards.

Click on each strategies for detailed information on how to follow these tips.

 

NO SURPRISES! How to Plan for Financial Uncertainty...

Uncertainty - it can present challenges and opportunites and set your mind swirling with possibilites and unknowns. Whether it relates to your job, personal life or the larger economy, uncertainty often has financial consequences. How can you manage what you can't predict?

Take Action to be Ready for Opportunity:

Click on each step for detailed information on how to follow through with your financial plan.

 

 

Changing Jobs? Your Top 5 Financial Considerations Beyond Salary

Learn how to assess a new job’s benefits, protect your existing assets, efficiently roll over your 401(k), and more in this free white paper. It also includes worksheets for evaluating major insurance benefits.
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Have You Taken Steps To Help Protect Your Most Valuable Asset?

You insure your home, your car and even your cellphone. What about your paycheck? Watch this short video to learn more.

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Permanent Life Insurance and Building Financial Security

View this brief video to learn about the major benefits permanent life insurance can offer, from cash value accumulation to tax benefits and more.