GoldenReserve® uses a unique Cover Your Bases℠ process that is comprised of four parts:
Questions, review and other info gathering to learn about your income, assets and goals.
The results and your Confidence Score on a scale of 1–99 (likelihood of outliving your money).
Our short-term and long-term recommendations to grow your Confidence Score.
Annual meetings to address health, asset or tax changes to grow your Confidence Score.