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CALL FOR AN APPOINTMENT  630-620-9300

CALL FOR AN APPOINTMENT  630-620-9300

Meet Phillip

Helping individuals and families pursue their ideal retirements.

Phillip Shaw, CFP®

SENIOR ADVISOR, CERTIFIED FINANCIAL PLANNER

With a passion for retirement and income planning, Phillip Shaw entered the financial planning industry after meeting people who lacked access to well-informed and unbiased advice. He saw people making decisions that would adversely affect their financial future and vowed to become a resource to help others. He takes pride in taking the time to understand his clients’ goals and concerns, creating tailored solutions that will help them be on track for the financial future they dream of, and ensuring they understand how they will get there.

Phillip is a fiduciary who holds an Illinois life & health insurance license, has passed his Series 7, 65 and 66 licenses and is currently on track to become a CERTIFIED FINANCIAL PLANNER™ (CFP©). As an Investment Advisor Representative (IAR) and a fiduciary, he is required by law to act in his clients’ best interest, a task he doesn’t take lightly. He earned a degree in business management and organizational leadership, along with a minor in economics from Illinois State University.


Schedule a Meeting With Phillip

It’s important to feel you have control over your future. We offer our knowledge and experience to help you design your own strategy for financial independence. Schedule your complimentary consultation online today. Click "Continue" Below to get started.

 

Questions or Need Assistance?

Please feel free to contact us at info@goldstonefg.com or call us at (630) 620-9300 today!

Have Questions for Goldstone Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.