Our Services

We know how important financial independence is to our clients. However, there’s no one-size-fits-all plan for retirement. Each person’s retirement plan needs to be customized to their situation, timeline and lifestyle. Goykhman Financial Services works meticulously to find solutions to your retirement questions—developing a plan, tracking progress and making adjustments where needed.

There are many reasons to look into life insurance, whether or not you have children. Even if you’re not supporting a family, you may need life insurance to protect your family’s mortgage. If you’re married and provide your family’s main source of income, there’s a chance your spouse would be left homeless if you pass away unexpectedly.

Allow Goykhman Financial Services to formulate a life insurance plan that can meet your family’s need in the unexpected case of your passing.

Goykhman Financial Services understands the complexity in managing your wealth. Providing financial preparation for the future, helping you manage your investments, and offering other varied financial services, the Goykhman team carefully considers your family and future goals when creating a wealth management plan for you.

Working with your lawyers, we can help clients review their estate plans and analyze them for liquidity and estate tax liability in the event of your death. We help our clients save on taxes, court costs and attorneys’ fees.

Making sure your assets are passed to your heirs with minimal cost and maximum ease, Goykhman Financial Services works closely with your estate-planning attorney to give you the best plan possible.

Annuities, one of the most advanced financial products on the market, are designed to meet long-term retirement income needs. Providing clients with protection against loss of principle and credited interest and a death benefit for beneficiaries, annuities can also help clients save for retirement with minimal taxes compared to some other methods.