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, Bonnie, Sarah and Kelsey 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 piece of mind, 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.

 

Learn More About Scott Goldstein

Professional Involvement

Scott A. Goldstein, CLU®, ChFC®, CFP® , served on the Board of Directors of the Financial Representatives Association (FRA) from 2007-2009. Scott has been an active participant with the FRA since 2001.

FRA represents and communicates the interests of 7,500 Northwestern Mutual financial representatives to senior management in an organized manner consistent with the objectives of Northwestern Mutual policyowners. Scott previously held the position of Chairman for the Compliance/Best Practice.

Recognition

Scott was also chosen to speak at Sears' corporate training presentation and received an excellent recommendation.

 

 

Scott has spoken at several Northwestern Mutual Agencies around the country about the values of a successful practice.

 

McTigue Financial Group named one of Chicago's "Best Places to Work."

The McTigue Financial Group of Northwestern Mutual received in 2014 its 7th consecutive ranking in the top 10 by Crain's Chicago Business as one of the best companies to work for in Chicago. The only other company to be ranked in the top 10 over the same 7 years is Google.

 

 

 

 

 

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How Prepared Are You for Health Care Costs in Retirement?

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What’s Fueling Recent Market Turbulence?

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