Will Gottfried
Retirement Advisors Securing Your Financial Future™
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Serving Clients Nationwide
Retirement Advisors Securing Your Financial Future™
Areas of Focus
- Estate Planning
- Health Care Planning
- Insurance
- Investment Management
- Legacy Planning
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About Will Gottfried
Hi, I'm Will Gottfried, Financial Advisor at Goldstone Financial Group.I believe financial planning is about helping people understand their options so they can make informed decisions with confidence. By taking the time to listen first, I work to understand each client's concerns, goals, and vision for retirement before building a strategy tailored to what matters most.
I specialize in retirement planning and tax-efficient income strategies. I earned my Bachelor of Arts in History from Miami University, and I'm passionate about helping clients navigate the many moving pieces of a comprehensive financial plan in a way that is clear, practical, and easy to understand.
Inspired by the positive experience my own family had with a trusted financial advisor, I believe service, transparency, and follow-through are the foundation of every strong client relationship. I strive to communicate openly, deliver on my commitments, and provide guidance clients can rely on throughout retirement.
Outside of work, I enjoy spending time with my family in the local community, following sports, and playing golf.
I believe a retirement worth living is having the financial independence to pursue your goals and enjoy the life you've worked hard to build.
Primary Location
18W140 Butterfield Road, 16th Floor, Oakbrook Terrace, IL 60181
Video
Meeting Options
- Video Conference
- In-Person
- Phone
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.
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Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG).
Education
Miami University, Bachelor of Arts, History
Hobbies and Interests
- Family
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Investors
- Living in Retirement
- Parents
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FAQs
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