Retirement with Confidence

Cover Your BasesSM

How We Cover Your Bases

Golden Reserve’s unique Cover Your Bases℠ process is comprised of four parts:


Discovery

Questions, review and other info gathering to learn about your income, assets and goals.


Analysis

The results and your Confidence Score on a scale of 1–99 (likelihood of outliving your money).


Gameplan

Our short-term and long-term recommendations to grow your Confidence Score.


Review

Annual meetings to address health, asset or tax changes to grow your Confidence Score.

Upcoming
Workshops

Meet with an Advisor

Why GR?