Medicare Guidance and Solutions

Medicare does not have to be confusing.

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Retirement Planning Solutions for Western Pennsylvania

It's your story.
Make it the best.

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A Local Solution To Your Financial Needs

Plan your future for financial success.

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Medicare Annual Enrollment Period

October 15 - December 7, 2020

Have you received your notice of change? Want to know if you're with the right carrier? Contact us today to schedule a review of all the changes in your plan and options available to you in Western Pennsylvania for 2021.

Search Here For Medicare Advantage PlansSign up for a FREE one-on-one medicare consultation with a licensed medicare professional
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My Areas of Expertise

Medical professional discussing Medicare options with senior patient

Medicare Planning

The process of educating you about your rights and options with the Medicare program and associated supplemental services reducing the financial risks associated with medical costs.

  • Medicare Supplement
  • Medicare Advantage
  • Hospital Indemnity
  • Part D Prescription Drug
  • Cancer Protection
  • Dental/Vision/Hearing
Contact us to learn more!
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Life Insurance

Providing protection for loved ones for life events and/or catastrophes by transferring the risks. Ensuring lifestyle and asset protection.

  • Life Insurance
  • Individual Health Insurance
  • Wealth Transfer
  • Mortgage & Income Protection
  • Retirement Supplements
  • Non-Qualified Deferred Compensation
  • Final Expense
Contact us to learn more!
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Long Term Care

It is difficult to predict how much or what type of long-term care a person might need. What we do know is that it is the leading cause of poverty among the Senior Community. Put your plan in place now.

  • Long Term Care Insurance
  • Recovery Care / Post Hospital
Contact us to learn more!
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Retirement Income

Helping individuals prepare for retirement’s transition from asset accumulation to income generation and asset distribution.

  • Rollover IRA
  • ROTH IRA
  • Traditional IRA
  • SEP
  • CD Alternatives
  • Guaranteed Lifetime Income
  • Survivor replacement income
  • Pension Maximization
  • Disability Insurance
Contact us to learn more!
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Legacy Planning

Extends peace-of- mind by having a plan to provide continuation of your legacy.

  • Gifting
  • Charitable Donations
  • Protection of future generations
  • Tuition Rewards, No Cost Private School Funding
Contact us to learn more!

Color of Money

Risk Analysis

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.

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Brian Goldman

Individual Retirement Planning Solutions

I am an independent licensed insurance agent that truly puts the client first. Driven to provide the best solutions for my clients, I offer nothing but the best products from industry leaders from more than 200 companies.

I am passionate about changing people's lives and protecting them from financial catastrophe due to unforeseen illness and death. I have a responsibility to always educate, and to make recommendations based upon the needs of my clients.

Contact Me TodaySearch Here For Medicare Advantage PlansSign up for a FREE one-on-one medicare consultation with a licensed medicare professional
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UPMCHighmark HealthaetnaUnited HealthcareCignaHumanaMedicoGCURoyal Neighbors of America

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Medicare Planning/Health

The process of educating you about your rights and options with the Medicare program and associated supplemental services reducing the financial risks associated with medical costs.

  • Medicare Supplement
  • Medicare Advantage
  • Hospital Indemnity
  • Part D Prescription Drug
  • Cancer Protection
  • Dental/Vision/Hearing
  • Final Expense
  • Recovery Care / Post Hospital

Retirement Planning

Setting aside funds to provide deferred income benefits at retirement.

  • Rollover IRA
  • ROTH IRA
  • Traditional IRA
  • SEP
  • CD Alternatives

Insurance Planning

Providing protection for loved ones for life events and/or catastrophes by transferring the risks. Ensuring lifestyle and asset protection.

  • Life Insurance
  • Individual Health Insurance
  • Wealth Transfer
  • Mortgage & Income Protection
  • Retirement Supplements
  • Non-Qualified Deferred Compensation