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.
17 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
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.