Andrew Goldberg, J.D.®, LUTCF®

President & CEO | fiduciary | retirement income specialist

With more than 28 years of experience in the financial services and retirement planning industry, Andrew Goldberg has dedicated his career to helping individuals and families approach retirement with greater confidence, clarity, and financial security. Throughout his career, he has helped thousands of individuals and families navigate important financial decisions involving retirement income, annuities, life insurance, asset protection, and legacy planning.

Andrew earned his Juris Doctor degree in 1997 from the Jacob D. Fuchsberg Law Center on Long Island, New York, and holds the Life Underwriter Training Council Fellow (LUTCF®) designation. His professional training, combined with nearly three decades of industry experience, brings valuable knowledge and perspective to the retirement challenges and opportunities his clients face.

As a fiduciary, Andrew is committed to putting his clients’ best interests first. He believes retirement planning should begin with transparency and a clear understanding of each family’s individual goals. He takes the time to explain the available options, answer questions, and ensure clients understand the strategies being considered so they can make informed decisions about their financial future.

For Andrew, retirement planning is never simply about numbers. Behind every account is a person, a family, and a lifetime of hard work. He takes the time to understand what matters most to each client—whether that means creating reliable retirement income, protecting assets from market volatility, planning for future care needs, leaving a legacy for loved ones, or simply having greater confidence in the years ahead.

Beyond his professional career, Andrew is deeply devoted to his family. He treasures the time he spends with his beloved wife and daughter, along with Karma and Terra, their adopted rescue dogs. Family is at the heart of Andrew’s life and serves as a constant reminder of what financial planning is ultimately meant to protect: the people, experiences, and moments that matter most.

Andrew has built Goldberg Retirement Solutions around many of the same principles that guide his personal life: faith, integrity, honesty, loyalty, and genuine relationships. These values continue to shape the way he serves his clients and the families who turn to Goldberg Retirement Solutions for guidance.

At Goldberg Retirement Solutions, Andrew’s mission remains simple: to help families protect what they have worked so hard to build and create retirement strategies designed to provide confidence, security, and peace of mind for the future.

For Taylor, communication is about more than simply translating words. It is about making people feel understood. She believes that when clients are making important decisions about their future, they deserve clarity, patience, and someone who truly listens.

Taylor is also actively involved in the social media and marketing side of Goldberg Retirement Solutions, helping create educational and engaging content that connects the company with the community and makes financial topics feel more approachable.

Outside of work, Taylor feels most at home surrounded by nature. She loves outdoor adventures, exploring open spaces, and listening to the sounds of birds and wildlife. An animal lover at heart, she is passionate about protecting wildlife and is a strong supporter of animal adoption and giving animals a loving home.

Whether she is helping a client feel more confident about their future or spending time outdoors appreciating the beauty of nature, Taylor brings compassion, energy, and heart to everything she does.

Victoria’s connection to retirement planning is also deeply personal. Raised by her grandparents, family has always been at the center of her life. As she grew older, she had the opportunity to give back by helping care for members of her family during their retirement years. That experience gave her a firsthand understanding of how important it is to have people you can trust and depend on as you navigate the changes and important decisions that come with retirement.

That perspective continues to shape the way Victoria approaches her work today. She understands that behind every account, appointment, and piece of paperwork is a person or family planning for an important chapter of their lives. She brings that understanding to every interaction, approaching clients and their families with patience, compassion, and personal attention.

Outside of work, Victoria is a proud mother of three and has a passion for martial arts. She trains in Krav Maga, Taekwondo, and Jiu-Jitsu, which have strengthened her discipline, confidence, and determination—qualities she brings to everything she does.

And if life ever throws a little trouble your way, Victoria likes to joke, “Don’t worry, I’ve got your back.” Whether she’s solving a problem, helping a client, or keeping things moving behind the scenes, she is always ready to step in and help.