We Protect & Guide Retirees
Doing it differently than Financial Advisors
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 that actually 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 of retirement.
Everything You Need Under One Roof
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 a law firm, CPA firm and financial firm – all in-house and included in every retirement plan we build.
Watch this video to see how our Retirement Planners are different than Financial Advisors.
The Expedition Retirement Show
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.
ABC 6
NBC
WMAN 98.3
ABC 5
WTAM
610 WTVN
As Seen On
ABC 6
NBC
WMAN 98.3
ABC 5
WTAM
610 WTVN
Get Your Roadmap for RetirementSM
Our personalized Roadmap for RetirementSM shows if your current plan does a good job protecting your life savings – and if not, how to fix it.
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.
Get Your Roadmap for RetirementSM
Our personalized Roadmap for RetirementSM shows if your current plan does a good job protecting your life savings – and if not, how to fix it.
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.
GREED. EXPLOITATION. AND SO MANY FEES. ALL HIDING IN PLAIN SIGHT.
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.
GREED. EXPLOITATION. AND SO MANY FEES. ALL HIDING IN PLAIN SIGHT.
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.
What Are the Biggest Risks of Retirement
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.
What Are the Biggest Risks of Retirement
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.