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Phillip Shaw, CFP®

Retirement Advisors Securing Your Financial Future™

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Contact Me
Goldstone Financial Group Phillip Shaw, CFP®
,

Serving Clients Nationwide

Retirement Advisors Securing Your Financial Future™

(630) 620-9300

Website

Areas of Focus

  • Retirement Planning
  • Retirement Income Planning
  • Investment Management
  • Tax-Efficient Planning
  • Estate Planning
  • Legacy Planning
  • Insurance
  • Health Care Planning

About Phillip Shaw, CFP®

Hi, I'm Phillip Shaw, Senior Advisor of Goldstone Financial Group. I have a passion for retirement and income planning that led me into the financial planning industry after meeting people who lacked access to well-informed and unbiased advice. I saw people making decisions that could adversely affect their financial future, and I vowed to become a resource to help others. I take pride in taking the time to understand my clients' goals and concerns, creating tailored solutions that help them stay on track for the financial future they envision, and making sure they understand exactly how they'll get there. As an Investment Advisor Representative (IAR), I'm required by law to act in my clients' best interest — a responsibility I don't take lightly. I earned my degree in business management and organizational leadership, with a minor in economics, from Illinois State University, and I hold the CERTIFIED FINANCIAL PLANNER® designation.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®

Primary Location

18W140 Butterfield Road, 16th Floor, Oakbrook Terrace, IL 60181

Video

https://www.youtube.com/watch?v=vtof0Imo1Cs

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to get started and request an appointment. We will schedule a time to set up an introductory meeting. This introductory meeting will review your current financial plan & goals. This meeting can be held over the phone or in-person at one our office locations. We look forward to speaking with you.

Offers Investment Management

Yes

About Goldstone Financial Group

At Goldstone Financial Group, we believe that your financial future is far too important to leave to chance. We view it as our responsibility to thoroughly understand your goals and dreams so that we can leverage our experience and expertise to help you realize them. Rather than approach your finances with an outdated, transactional approach focused on particular products, we serve as your comprehensive financial solutions provider, forging a deeper relationship and creating a plan that can be adjusted as needed to help you reach your unique personal goals. We are committed to remaining by your side as partners in achieving the results you desire. We provide financial plans targeted at earning consistent, reliable returns in all market environments, regardless of fluctuations and uncertainties. Headquartered in Oakbrook Terrace, Illinois, we have additional offices throughout Chicagoland, Nashville, and other locations across Illinois, Tennessee, Ohio, and Wisconsin. Who We Serve We provide comprehensive financial planning services to several types of clients, including new retirees, pre-retirees, new parents, small business owners, and families with college-age students. Our Services Using our Goldstone Retirement Roadmap, built around three core steps — Discover, Evaluate, Plan — we address Retirement Planning, Lifetime Income Planning, Wealth Management, Investment Planning, Healthcare Planning, Tax Planning, Legacy Planning, and Asset Protection Planning. We work with clients to assess their current financial situation and develop a durable plan across these core areas. Why Work With Us Focusing on our client’s desires, and with a guiding hand, we can assist you with a Retirement Roadmap that strives to provide the foundation and long-term focus for pursuing your goals and dreams. Focusing on your interests and needs, we’ll work to provide an impactful and comprehensive financial strategy just for you. -- Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG).

Education

Illinois State University, Business Management and Organizational Leadership, Minor in Economics

Hobbies and Interests

  • Family

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Living in Retirement
  • Corporate Executives
  • Business Owners
  • Entrepreneurs
  • Families
  • Intergenerational Families
  • Gen X
  • Parents
  • Investors

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