Scott Goldstein

Contact

Scott Goldstein, CLU®, ChFC®, CFP®
Wealth Management Advisor

1 N Wacker Dr Ste 4600
Chicago, IL 60606-2841

Phone: 312-443-7353

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Refer a Friend

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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 Financial Representative, dedicating his career to creating strong relationships.

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

You can count on Scott Goldstein’s commitment to forging and maintaining long-term, enduring relationships, built on trust, integrity and experience.

 

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

 

 

Public Speaking and Recognition

 


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

Scott also addressed the topic of “Integrating Life Insurance into Retirement Planning Strategies,” at the Northwestern Mutual Central Regional Meeting in 2008.

 

 


Scott was also a main platform speaker at the Northwestern Mutual Central Regional Meeting in 2007 and spoke on the Retirement Planning Panel at the 2006 Annual Meeting.

 

Recognition:

-Scott was featured in the Chicago Tribune article titled, "Steady Income. Is now the time for annuities?" on February 17, 2010 Section 7, Page 6. 

-Scott was also chosen to  speak at a Sears' corporate training presentation and received an excellent recommednation.  Some of the things said about Scott were the following:

"Scott more than lived up to the high bar we set and was a pleasure to work with. We will no doubt be inviting him back to do further presentations and highly recommend him to others looking for a financial professional to speak to their organization."

 

Professional Involvement

Scott A. Goldstein, CLU, ChFC, CFP® , has been appointed to the Board of Directors for of the Financial Representatives Association (FRA). 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 Committee from 2006-2007.

Other Industry Participation:

 

  • Scott taught a retirement planning workshop at Northwestern Mutual’s retirement planning school in October  2010.

  • Scott also taught corporate professionals financial planning workshops at the Sears Convention in July 2010. 

  • Scott became a member of the Advanced Planning Committe in 2010.

     

 

Tools

To take advantage of The Long-Term Care Calculator, please click here.

 

 

McTigue Financial Group Rated as "Number 1 Place to Work in Chicago"

The March 29, 2010 issue of Crain’s Chicago Business has named the McTigue Financial Group the “Number 1 Place to Work in Chicago".

Click here to read more.

The Mint

 

Children´s Guide to Handling Money Wisely: Scott Goldstein would like to introduce you to a website sponsored by Northwestern Mutual Financial Networkthat is designed for a very important group of people in our lives . . . our children! Learning to handle money wisely is a lesson that desperately needs to be learned at a young age. Our kids, grandkids, nieces, and nephews are the ones that will be shaping our world in the near future! Click here to visit the site.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Do you know the six biggest risks to a secure retirement and how to plan for them?

Learn More.

Do you know the impact a long-term care event can have on your financial security in retirement?

Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement.

Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

See why we’re ranked #1 in the world.

2010 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future.

View Interactive Annual Report

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.