Protecting & Guiding Retirees is What We Do

But Sheepdogs Are Who We Are

We started Golden Reserve because we saw a financial industry that wasn’t built for you.  The vast majority of retirees. It was instead built for multi-millionaires who need complicated investment advice. So unfortunately, you inherited this over-priced 1%  model that doesn’t do much more than sell you over-priced investments.

But you and 95% of retirees don’t need an investment plan. You need someone to protect and guide you from the largest risks of retirement. You need a Sheepdog. And that’s what we do. We don’t build investment plans, we build retirement plans. Plans that guide you through retirement allowing you to enjoy what you’ve saved. Plans that protect you from the wolves that care more about their fees, than walking with retirees to protect them against the risks of retirement.

We grew up in homes just like yours. Never rich, never poor. And that’s what the financial elites will never get – they don’t know you.  But we do – we have all walked those same roads. Which is why our Retirement Planners protect and guide so many retirees safely down retirement mountain. Being a Sheepdog isn’t a tagline, it's who we are.

Protecting & Guiding Retirees is What We Do

But Sheepdogs Are Who We Are

We started Golden Reserve because we saw a financial industry that wasn’t built for you.  The vast majority of retirees. It was instead built for multi-millionaires who need complicated investment advice. So unfortunately, you inherited this over-priced 1%  model that doesn’t do much more than sell you over-priced investments.

But you and 95% of retirees don’t need an investment plan. You need someone to protect and guide you from the largest risks of retirement. You need a Sheepdog. And that’s what we do. We don’t build investment plans, we build retirement plans. Plans that guide you through retirement allowing you to enjoy what you’ve saved. Plans that protect you from the wolves that care more about their fees, than walking with retirees to protect them against the risks of retirement.

We grew up in homes just like yours. Never rich, never poor. And that’s what the financial elites will never get – they don’t know you.  But we do – we have all walked those same roads. Which is why our Retirement Planners protect and guide so many retirees safely down retirement mountain. Being a Sheepdog isn’t a tagline, it's who we are.

Our Story

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Among our founders are estate planning and elder care attorneys who saw firsthand the shortcomings of the financial advisor industry, who under-served and over charged retirees. The financial industry focused on all the wrong things in retirement. It shouldn't be about investments and growth - it should be about protection. Driven to change the status quo, Golden Reserve was created as a retirement planning firm focused solely on protecting the assets of clients in or near retirement.

14 offices in Ohio

$500,000,000 of retirement assets protected

Creators of the popular Expedition RetirementSM Show

Author of the book: Fire Your Financial AdvisorSM

Meet Your Retirement Team

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Notice we said your team. That’s because every professional on this page is fully dedicated to helping you get down Retirement Mountain safely.

Greg Aler

Greg opened the doors of Golden Reserve with its team of retirement planners, committed to changing and replacing the broken financial advisor model.

Justin Spring

Justin is a consummate builder of people, teams, companies, and most of all, solutions for tough challenges.

Eric Kelemen

Eric is passionate about making a positive impact in his community and serving his clients with integrity.

Joshua Maly

This industry vet helps his clients sleep easier at night with the knowledge that they’re protected from retirement’s biggest risks.

Tina Solomon

Tina makes it her personal motto to “Be kind. Do good. And work each day like your legacy depends on it.”

Phil Huff

Phil has developed lasting relationships and customized financial strategies that have helped countless clients enjoy the retirement of their dreams.

John Forloine

John’s #1 goal is to help his clients experience the joy of being able to focus on living life, not finances.

Teri Falkenstein

Teri enjoys empowering others to make their dreams a reality, which makes her a natural fit for a retirement planning firm that does the same.

Tim Stallings

Tim cofounded elder care and estate planning law firm AlerStallings. He dedicates his career to giving families the best guidance to protect their assets.

Anna Christine

Throughout her career, Anna has been passionate about listening to clients’ needs, and developing a plan to meet them.

Todd White

Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.

Matt Schaefer

Matt Schaefer is passionate about helping protect his clients’ hard-earned money.

Matt Leddy

This award-winning retirement financial planner leaves no stone unturned in helping his clients achieve their dreams.

Cassandra Wadkins

Good times or bad, Cassandra is there to help her clients navigate through.

Ashley Leonard

Ashley helps clients make educated decisions that give them confidence in their retirement.

Hillary Quick

Hillary is passionate about her clients knowing she has their best interest at heart.

Christian Norman

Christian’s greatest goal is to help his clients achieve a great night sleep. And the best way to do that is by helping them secure their retirement.  

Danielle Goebel

Danielle is a positive thinker and people person who loves to lift up others.

Jeremy Grubbs

Adaptable and charismatic, Jeremy aims to cultivate trust and a genuine relationship with every client he serves.

Whalen Ng

Whalen is passionate about ensuring no client feels alone in the retirement planning process and strives to be with you every step of the way. 

Hannah Endres

Hannah empowers her clients to protect their hard-earned retirement, and helps them move through periods of change and uncertainty seamlessly.

Veronica Holben

Veronica excels in cultivating client relationships and optimizing productivity.

Josh Harrison

Josh constantly works hard to make the golden years the best years of his clients’ lives.

Sarah Lewis

Sarah is a positive thinker and people person who loves to lift up others.

Richard Spindler

Richard makes sure every client’s retirement plan is always on the right track.

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The Roadmap for Retirement℠ is a no-charge, no-obligation plan to address your biggest risks in retirement. Request yours today.

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