As an independent Medicare insurance agent, my goal is to educate my clients and help them navigate the Medicare process. I joined my dad and brother at GM Goldman & Associates in 2009. As a graduate from Loyola Law School and a former trial attorney, I am more than an advisor- I am a retirement advocate. I specializes in helping Boomers and Seniors with their insurance needs through a process I created called the Retirement Shift. Specifically, I helps clients navigate Medicare and help clients create safety, income and a legacy through the use of fixed annuities, long term care and life insurance.
I recognize when a client is new to Medicare, there is a lot to learn so I take the time to explain Medicare and find solutions that fit the client’s needs. I also offers annual Medicare reviews. My do-the- right- thing ethics compel me to think of clients first to ensure my clients are comfortable and secure during their retirement.