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 large 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 large risks in retirement.
Meet Your Retirement Team
- All
- Cincinnati
- Cleveland
- Columbus
- Dayton
- Detroit
- Indianapolis
- Kansas City
- Orlando
- Pittsburgh
- Richmond
- Toledo
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.
Anna Christine
Throughout her career, Anna has been passionate about listening to clients’ needs, and developing a plan to meet them.
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.
Todd White
Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.
Edward Wright
Edward cares deeply about helping clients achieve their goals and gain confidence in their retirement.
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.
Dustin Knoedler
If there’s one thing Dustin knows from years in the insurance industry, it’s that people want peace of mind, when it comes to financial planning.
Gregg Indovina
Gregg’s client-focused mindset and wealth of expertise ensure every client receives a personalized financial strategy and the confidence to live an extraordinary life with no regrets.
Tony Saulino
Tony leverages his experience and leadership to his clients’ advantage, giving them the confidence to achieve all their goals and make their dreams a reality.
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.
Matthew Barnes
Matthew’s #1 goal is to provide effective planning solutions that helps retiree’s achieve their goals.
Ben Hout
Ben takes pride in offering his clients precisely the solutions they need. He’s a relationship builder who is passionate about education and protecting his clients from financial pitfalls.
Garrett Lantagne
Garrett’s mission in personal finance is simple: always do what’s best for the client.
Jack Glander
Jack’s first order of business with every client is ensuring they feel heard. His most important task is delivering a plan that aligns with his clients’ priorities and seamlessly adapts as their life evolves.
Clayton Kreuz
Clayton is an empathetic, detail-oriented planner whose goal is to make retirement planning less intimidating for his clients.
Michael Brodowicz
Michael’s empathy for his clients is epitomized by his favorite quote from Theodore Roosevelt: “No one cares how much you know, until they know how much you care.”
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.
Macey Phillips
Macey’s passion is uplifting others by providing personalized service that instills confidence which puts clients at ease as they enjoy their retirement years.
Helena Rose
Helena is passionate about her commitment to her clients and consistent attention to detail.
Connor Cormier
Connor is committed to helping clients solve their financial concerns and achieve comfort in retirement.
Stacey Yaros
Stacey is a trusted and dependable resource. Her meticulous nature and dedication to her clients is her top priority.
McKayla Walton
McKayla prides herself on making sure every client is set up for success and has quickly established herself as a dependable, knowledgeable resource.
Ericka Sawyer
Ericka is passionate about making a positive impression on clients and ensuring their questions are answered.
Bethany Vermaaten
Bethany is a compassionate, detail-oriented professional who loves her community and lending a helping hand.
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.
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.
Chad Fritz
Chad is passionate about helping clients safeguard their hard-earned assets and ensure their legacy endures for generations to come.
- All
- Attorney
- Client Service Specialist
- Leadership
- Retirement Planner
The Roadmap for Retirement℠ gives you an immediate look at where your plan stands today against the four (4) large risks of retirement. It then shows you what improvements you can make to ensure your life savings last through retirement.