DAN GOLDBERG IS THE MANAGING DIRECTOR OF IKOR OF NORTH SHORE LI. IKOR PROVIDES FINANCIAL AND MEDICAL ADVOCACY SERVICES FOR SENIORS AND THE DISABLED. DAN’S EXTENSIVE FINANCIAL, MANAGERIAL AND ANALYTICAL EXPERIENCE COUPLED WITH HIS REGISTERED NURSES’ HEALTHCARE AND MEDICAL EXPERIENCE PROVIDE COORDINATED CARE SOLUTIONS, ENABLING CLIENTS TO ACHIEVE THEIR BEST RESULTS.

Whether it’s an aging parent whose evolving needs are weighing more heavily on their family, a child with a physical or developmental disability who requires proper provisions today and a solid care plan for the future, or a disabled person of any age who needs an authoritative voice in their corner, IKOR’s dedicated, experienced staff secure, maintain and manage the best possible situations. Legal and fiduciary professionals whose clients face such challenges can similarly look to IKOR as a trusted resource for managing their clients’ care.

Our comprehensive care management solution consists of Registered Nurse Patient Advocates available all day, every day to address healthcare management, environmental or psychosocial crises. Specially trained staff on-call in each office can also handle Power of Attorney authorizations, provide financial advocacy such as handling routine bill-pay and ensure that clients receive all public-program assistance to which they are entitled. Through its proprietary software, IKOR also ensures that everyone officially involved in a client’s case has real-time access to the information they need for peace of mind and seamless, accurate care. IKOR has been providing these services for nearly two decades through a nationally expanding network.

Dan is a graduate of the University of Pennsylvania’s Wharton School, holding a B.S. in Economics, and earned his M.B.A. in Finance at New York University’s Leonard N. Stern School of Business. He has more than 30 years of experience in the financial markets, working as a research analyst, portfolio manager and more, helping clients strengthen their current positions and plan for more secure financial futures. He also is a Certified Senior Advisor (CSA), a board member of the Jewish Opportunities Institute (Jerusalem-based) and a member of the National Aging in Place Council. He was attracted to IKOR after witnessing the challenges his parents, wife and others had dealing with the healthcare system, and says he inherited the gene for wanting to help others from his mother, who is a retired social worker.

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