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
- 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.
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.
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.
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.
Doug Ducker
Doug enjoys providing retirees with better protection against retirements greatest risks.
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.
Aaron Schecter
Aaron believes all retirees should have someone that advocates for them and he hopes to do just that for his clients.
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.
Amanda Wilkes
Amanda enjoys developing relationships with her clients and personally helping them reach their retirement goals.
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.
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.
Stacey Yaros
Stacey is a trusted and dependable resource. Her meticulous nature and dedication to her clients is her top priority.
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.
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.