With close to thirty years of experience in the financial industry, David Goykhman understands how important retirement is to his clients. Creating customized financial and retirement plans for each individual or family, David helps clients create a retirement income that they can never outlive and won’t be affected by market volatility.

David uses his background as a designated LUTCF and his understanding of the market to give you the best financial guidance.

Moshe has been working with our team since 2011. He started in the financial industry in 2009 with MetLife. He has helped many clients create smart money solutions and enjoys helping seniors plan for a sound retirement. He oversees back-office functions and day-to-day operations and works closely with David to make sure we take care of our clients’ needs.