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CHANGING THE GAME

“Since 2007, I’ve been dedicated to helping seniors navigate the complex ‘Maze of Medicare.’ However, over time, it became clear that my clients needed more comprehensive support in managing the entirety of their life during retirement. Helping them understand how to plan accordingly for their future is now an exciting addition to my work. I am committed to offering a cutting-edge, practical approach to planning for retirees, ensuring that every aspect of their life is set up for their best interest.”

JONATHAN R. GOLDMAN

Independent Insurance Agent,

Retirement Planner

TRUST IS EARNED

Driven by integrity, honesty, and a strong work ethic,

Jonathan has earned the trust, respect, and friendship of both business professionals and individuals alike.

Seniors, in particular, have expressed deep gratitude for his assistance in navigating the complex "Maze of Medicare" and in-depth consultations for their Future Proof Retirement Plan.

Read on to hear about their experiences in their own words.

diane wenner

Former Assistant Office Manager for Gawthrop Greenwood PC

I had to ensure that one of our senior attorneys received the highest level of service when it came to his Medicare insurance needs. Without a doubt Jonathan went above and beyond to provide the exact kind of service we were looking for. 

Bill & josie
Kneller

Doylestown, PA 

Jonathan helped us more than we could ever have imagined. Any time we had a question about our Medicare insurance coverage, or had a change in our insurance needs, he went out of his way to ensure our needs were met. We are so glad we have him as our agent!

edward snyder

Perkasie, PA

Jonathan helped us pick the Medicare plan that was just right for us and saved us hundreds of dollars. He always got right back to us to answer any of our concerns.

brent chavez

President of AE Investments Group, Pipersville, PA

I have always known Jonathan to be a very professional, friendly, and honest individual. Offering his skills as a value-added service to my clients was one of the most effective means to improve the way I take care of them. It has been great for business!

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READ & DOWNLOAD YOUR FREE COPY OF OUR DIGITAL BROCHURE RIGHT HERE!

Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurer. Insurance is not bank or FDIC insured. Jonathan R. Goldman is not a legal or tax professional. He is not a licensed stock broker and does not give securities advice. Investing involves risk, including the potential loss of principal. You are encouraged to consult with a qualified legal, tax, or securities professional before making any decisions about your personal situation. 6/20-1215049C

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