My name is Moshe Goykhman. 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 understand how to grow and protect their money during these turbulent times.
Despite the ongoing market volatility and a high-interest-rate environment, there are still strategies you can implement right now to help ensure you do not run out of income and that your money remains protected from future market downturns.
While most financial advisors focus on investment tips and growth opportunities for your portfolio, only a few financial professionals know how to convert your savings into long-term, sustainable income while protecting your money so you can spend with confidence in retirement.
I’m a retirement income planning professional with over 17 years of experience in financial services and business operations. I earned a degree in Business from Hebrew Theological College in 2009, pursuing practical financial training alongside my religious studies, with the goal of building something sustainable for my family. I approach financial planning with a long-term mindset focused on responsibility, clarity, and stability.
I began my career working with family-run firms, where I gained hands-on experience in insurance and retirement income planning. Over time, I’ve specialized in helping pre-retirees and retirees transition from asset accumulation to reliable retirement income. I’ve had the opportunity to serve clients as part of a team overseeing more than $200 million in combined assets and have been featured on Safe Money Radio discussing guaranteed income and retirement planning strategies.
Outside of work, I value time with my wife and growing family, continuous learning, and thoughtful conversations about business, finance, and technology. My guiding belief is simple: good decisions compound more than good returns.
I reside in Illinois, and although my office is physically located in Chicago, I work with clients throughout the United States. Using advanced technology systems, we can meet face-to-face virtually and share computer screens so we’re always on the same page. This allows you to see firsthand how different income strategies may work for your specific goals.
I do my best to take the mystery out of annuities by answering commonly asked questions in a simple, personalized way. All of my meetings are conducted by phone or virtually, so there’s no need to leave your home or visit my office.
Feel free to reach out if you’re looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Moshe Goykhman