We Protect & Guide Retirees

Doing it differently than Financial Advisors

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Financial Advisors have not changed in 50 years.  Picking stocks, charging 1% and hoping the market goes up.

But the world did change.  401ks replaced pensions, long-term care costs doubled and investing got simpler and cheaper.

Shouldn’t you expect more services,and less costs, from your financial professional?

Our Retirement Planners provide meaningful services designed to help protect your life savings from the largest risks in retirement.

Financial Advisors have not changed in 50 years.

But the world did change. 401ks replaced pensions, Long-Term Care costs doubled and investing got simpler.

Shouldn’t you expect more?

Our Retirement Planners provide meaningful services that actually help protect your life savings from the largest risks in retirement.

Scroll to Learn How

Everything You Need Under One Roof

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Retirement issues are complicated.
That is why we ONLY work with families in or nearing retirement.

Retirement is about a lot more than just picking investments.
That is why we have an affiliated law firm and affiliated tax firm that both work with our financial teams – all under one roof and included in every retirement plan we build.

Watch this video to see how our Retirement Planners are different than Financial Advisors.

IS YOUR RETIREMENT AT RISK? LEARN MORE

What Clients Say About
Golden Reserve

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“More interested in what’s best for the client and not what will make the company more money”

Doug Stone

Client

"Golden Reserve provides a comprehensive retirement strategy, that's inclusive of my retirement needs....they focus on me, not just the performance of my retirement assets."

James Babcock

Client

"Golden Reserve has a good team of experts and people we feel we can trust. They are more than willing to discuss any questions to the depth that you are comfortable with". 

Ken Cooley

Client

“We enjoy working with Golden Reserve to achieve our retirement goals. Everyone is a pleasure to work with. It seems that everyone enjoys where they work and what they do. That means alot when you are looking for a long-term commitment.”

Greg and Missy Stuckey

Clients

"Golden Reserve really cares about our financial security and is helping us to make sure we are set up properly as we head into this new chapter of our lives."

Jill ORear

Client

"Golden Reserve is a company that truly cares about retirees, giving them the confidence that they are working with people who care about their future."

Debra Nuff

Client

"Friendly, knowledgeable individuals that seem to know what they're doing. They make you feel like family, very easy to talk to, and comfortable when in meetings. The whole staff is super friendly."

Dain Cain

Client

"We choose GR because we weren't happy with Fidelity and the cost to manage our money. GR cares about us keeping the money we've saved over the years and making it last throughout our retirement."

Amy Schwarz

Client

"We like the more personalized service that we've received. I feel I have someone working for me who has my best interests at heart."

Tom Holliday

Client

"The Roadmap for Retirement process was reassuring to learn that we are in good shape and that our financial goals are reasonable. We learned that there are still steps we can take, especially related to taxes, to better ensure that our retirement dollars are protected."

Lori Baker

Client

"Golden Reserve provides strong focus on the concerns and needs of the retiree...preservation (with growth) of wealth, minimizing taxes, and long-term planning. Instead of a "cookie cutter" approach to investing.  

Greg Barnes

Client

"Our financial future is very important to us as seniors. We appreciate being able to get answers right away on questions and concerns."

Dan and Terry Bauer

Clients

All testimonials were collected from Golden Reserve clients who were not compensated for their opinions.

See what other clients are saying

The Expedition Retirement™ Show

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Tune into Expedition Retirement™ TV Show or Radio Show on your local networks. Greg Aler, CEO & Founder of Golden Reserve, tackles the most important legal, tax and financial topics that could prevent you from enjoying your retirement. Greg doesn’t hold back when it comes to helping retirees fight back against a financial industry that has been taking advantage of retirees for too long.

Jason Aldean joins Greg on the Expedition Retirement Show
Jason Aldean joins Greg on the Expedition Retirement Show
Watch Now
Jason Aldean joins Greg on the Expedition Retirement Show
Jason Aldean joins Greg on the Expedition Retirement Show
As Seen OnAs-Seen-On

Get Your Roadmap for Retirement℠

Our personalized Roadmap for Retirement℠ shows if your current plan does a good job protecting your life savings – and if not, how to fix it.

Get Your Complimentary Roadmap

Join Us For a Dinner Workshop Near You

Our team will break down the four (4) largest risks of retirement – and how to avoid them.

Attend a Live Dinner Event

Get Your Roadmap for Retirement℠

Our personalized Roadmap for Retirement℠ shows if your current plan does a good job protecting your life savings – and if not, how to fix it.

Get Your Complimentary Roadmap

Join Us For a Complimentary Dinner Near You

Our team will break down the four (4) largest risks of retirement – and how to avoid them.

Attend a Live Dinner Event
FireYourFinancialAdvisor01
Amazon Book Reviews

GREED. EXPLOITATION. AND SO MANY FEES. ALL HIDING IN PLAIN SIGHT.

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That's your financial advisor. Whose services and advice have become the outdated VHS player of retirement.

In Fire Your Financial Advisor: 40 years of greed and exploitation of the American Retiree, and how you can fight back, Greg Aler tells the story of how the financial industry created a trillion-dollar empire by withholding information while over-charging and under servicing retirees regarding the real risks of retirement. Greg then introduces the Retirement Planner. This is a new guide who was built to replace the financial advisor and address the four largest risks in retirement today: IRA Taxes, Market Risk, Fees, and the skyrocketing costs of Long-Term Care.

GET THE BOOK
Amazon Book Reviews
FireYourFinancialAdvisor01

GREED. EXPLOITATION. AND SO MANY FEES. ALL HIDING IN PLAIN SIGHT.

Line 1golden-reserve-dashes

That's your financial advisor. Whose services and advice have become the outdated VHS player of retirement.

In Fire Your Financial Advisor: 40 years of greed and exploitation of the American Retiree, and how you can fight back, Greg Aler tells the story of how the financial industry created a trillion-dollar empire by withholding information while over-charging and under servicing retirees regarding the real risks of retirement. Greg then introduces the Retirement Planner. This is a new guide who was built to replace the financial advisor and address the four largest risks in retirement today: IRA Taxes, Market Risk, Fees, and the skyrocketing costs of Long-Term Care.

GET THE BOOK

What Are the Biggest Risks of Retirement

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There are four major boulders most retirees will face on their way down the mountain.

Our Retirement Planners can help mitigate or eliminate these risks:

Tax Boulder

Without a plan to minimize your tax burden, you could lose as much as 40% of your IRA value to Uncle Sam. Learn more.

Market Risk Boulder

20% gains are great, but a 40% loss can be devastating, especially in retirement. In the event of a downturn, having too much risk could cost you big time. Learn more.

Fee Boulder

What’s hiding in your portfolio? Advisor fees and hidden investment costs can decrease your returns and erode your savings. Learn more.

Long-Term Care Boulder

Nursing homes can run $7,698 a month or more, and without a strategy to safeguard your assets, you could lose your home and life savings. Learn more.

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