Medicare Guidance and Solutions

Medicare does not have to be confusing.

Discover How I Can Help

Retirement Planning Solutions for Western Pennsylvania

It's your story.
Make it the best.

Discover How I Can Help

A Local Solution To Your Financial Needs

Plan your future for financial success.

Discover How I Can Help

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
UPMCHighmark HealthaetnaUnited HealthcareHumanaCignaMedicoGCURoyal Neighbors of America

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.

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!
Mother kissing newborn baby's foot lovingly

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!
Health aide sitting with elderly woman in a wheelchair

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!
Person holding a piggy bank

Retirement Income

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

  • Rollover IRA
  • Traditional IRA
  • SEP
  • CD Alternatives
  • Guaranteed Lifetime Income
  • Survivor replacement income
  • Pension Maximization
  • Disability Insurance
Contact us to learn more!
grandparents spending time with their young grandchildren by a stream in autumn

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!
American Senior Benefits

We value our partnership with American Senior Benefits (ASB) because when an ASB agent meets with you, he or she has access to the insurance products YOU need. Why? ASB partners with over 200 insurance companies. They give our agents access to some of the best insurance products this country has to offer. We are not limited to just a few companies, so the world is YOUR oyster.

Success Financial Solutions

Success Financial Solutions (SFS) is the local branch of American Senior Benefits. By partnering with SFS, we have a local presence in Western PA with offices in Greentree, PA, Meyersdale, PA and Punxsutawney, PA.

Success Wealth Management

Success Wealth Management (SWM) handles the investment portion of your portfolio. We are happy to partner with SWM to have access to their Investment Advisor Representatives who can handle any investment situations that may arise.  

Brian Goldman headshot

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

Articles of interest

View More Articles of Interest