Our Mission: Protect & Guide Retirees

By Rebuilding a Broken Financial System

In 2010, our founders started as a law firm focused on estate planning services giving them a front seat view to the over-charging and under-servicing of retirees by Financial Advisors.  So, we started Golden Reserve to help retirees fight back. Focusing on actual services that protect their life savings from the largest risks in retirement.

Our Mission: Protect & Guide Retirees

By Rebuilding a Broken Financial System

In 2010, our founders started as a law firm focused on estate planning services giving them a front seat view to the over-charging and under-servicing of retirees by Financial Advisors.  So, we started Golden Reserve to help retirees fight back. Focusing on actual services that protect their life savings from the largest risks in retirement.

Meet Your Retirement Team

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All
  • All
  • Akron
  • Bellefontaine
  • Canton
  • Cincinnati
  • Covington
  • Dayton
  • Delaware
  • Detroit
  • Dublin
  • Findlay
  • Gahanna
  • Independence
  • Indianapolis
  • Lancaster
  • Lima
  • Mansfield
  • Mason
  • Maumee
  • Milford
  • Newark
  • Pepper Pike
  • Tipp City
  • Westlake

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.

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Justin Spring

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

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Anna Christine

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

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Tina Solomon

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

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Phil Huff

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

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John Forloine

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

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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.

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Todd White

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

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Matt Schaefer

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

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Justin Dilbeck

Justin lives by the motto “stay ready so you don’t have to get ready” and he’s helping retirees do the same.  

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Tyler Strauer

Tyler enjoys challenging the industry and providing better options for all retirees.

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Edward Wright

Edward cares deeply about helping clients achieve their goals and gain confidence in their retirement.

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Doug Ducker

Doug enjoys providing retirees with better protection against retirements greatest risks.

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Larry Myers

Larry enjoys setting up all his clients well for retirement.

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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.  

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Matthew Barnes

Matthew’s #1 goal is to provide effective planning solutions that helps retiree’s achieve their goals.

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Hillary Quick

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

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Ashley Leonard

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

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Cassandra Wadkins

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

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Aaron Schecter

Aaron believes all retirees should have someone that advocates for them and he hopes to do just that for his clients.

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Sarah Lewis

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

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Jennifer Brooks

With more than 25 years of financial industry experience Jennifer understands the importance of finding comfort in financial decisions and endeavors to provide that comfort for every client she serves.

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Amanda Wilkes

Amanda enjoys developing relationships with her clients and personally helping them reach their retirement goals.

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Scott Rainey

With many years of financial industry experience Scott understands the importance of finding comfort in helping clients with their financial endeavors and to provide that comfort for every client he serves.

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Helena Rose

Helena is passionate about her commitment to her clients and consistent attention to detail.

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Evan Benson

Evan’s passion is serving clients and helping them achieve their financial goals.

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Selena Busching

With her high attention to detail and drive, Selena prides herself on delivering estate planning solutions to clients that work now and when they need them.

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Jesse Meade

When a loved one passes away, people shouldn’t have to worry about what happens next. That is what motivates Jesse to come to work every day.

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Roadmap logo retirement mountain light bkgnd

The Roadmap for Retirement℠ gives you an immediate look at where your plan stands today against the four (4) largest risks of retirement.  It then shows you what improvements you can make to ensure your life savings last through retirement. 

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