My name is David Goldin. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and protect their money during these turbulent times.
Despite the current volatility in the market and the current interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income while protecting your money so that you can spend with confidence when you retire.
My career has been built on helping people make informed financial decisions with confidence. After earning my undergraduate degree from Florida State University and a master’s degree from Nova Southeastern University, I gained experience in operations, compensation management, business development, and strategic planning before transitioning into financial services. Today, I focus on helping individuals and families protect their assets, generate reliable retirement income, and understand their options through education and personalized guidance. I believe every recommendation should reflect each client’s unique goals and be built on trust, transparency, and long-term relationships. As a husband and father of two, I understand the importance of planning ahead to protect what matters most, and those values shape the way I serve every client.
I reside in Florida, and even though my office is physically located in Tampa, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or visit me in my office.
Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
David Goldin