Debby joined her dad Glenn Goldman and brother Jeff Goldman at GM Goldman & Associates in 2009. Debby is the President of Marketing and Sales and actively works with clients. As a graduate from Loyola Law School and a former practicing trial attorney, Debby is more than an advisor- she is a retirement advocate. She specializes in helping Boomers and Seniors with their insurance needs through a process she created called the Retirement Shift. Specifically, she helps clients navigate Medicare and helps clients create safety, income and a legacy through the use of fixed annuities, long term care and life insurance.
Debby recognizes when a client is new to Medicare, there is a lot to learn so she takes the time to explain Medicare and find solutions that fit the client’s needs. She also offers annual Medicare reviews. Her do-the- right- thing ethics compel her to think of clients first to ensure that her clients are comfortable and secure during their retirement.
