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
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
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.
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.
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 Leddy
This award-winning retirement financial planner leaves no stone unturned in helping his clients achieve their dreams.
Ashley Leonard
Ashley helps clients make educated decisions that give them confidence in their retirement.
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.
Jeremy Grubbs
Adaptable and charismatic, Jeremy aims to cultivate trust and a genuine relationship with every client he serves.
Hannah Endres
Hannah empowers her clients to protect their hard-earned retirement, and helps them move through periods of change and uncertainty seamlessly.
Josh Harrison
Josh constantly works hard to make the golden years the best years of his clients’ lives.
Christina Forloine
Christina enjoys helping others enter into the next chapter of their lives with great success and peace of mind.
Angie Holbein
Angela knew she wanted a role where she could treat every client the way she’d like someone to treat her mom: like family
The Roadmap for Retirement℠ is a no-charge, no-obligation plan to address your biggest risks in retirement. Request yours today.