About Us

Robert
Goldberg

Licensed in Florida, Ohio, Texas, Virginia, Connecticut, New Jersey, and New York.

For over 37 years I have been in involved in Retirement Planning for both the Government and Private Sectors. I am an independent advisor who has access to a variety of companies in the planning arena. My loyalties lie with the clients I serve, not with any insurance company.

My Oath is: 

“I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”

A Native of New York City, I attended New York City public schools and City College of New York. I am a veteran of the US Army Infantry. I hold the Charter Life Underwriter designation (CLU). I am proudly a lifetime member of the prestigious Million Dollar Round Table (MDRT). I have written many articles for trade publications and have spoken at numerous industry and public venues. 

Since 2010 my focus has been in the Federal and State retirement field. I am part of a national network of advisors who work with the employees of these agencies to bring cutting edge technology tools and advice to help prepare for a well-planned and successful retirement.

I welcome the opportunity to work with you.

Bob