We Build Retirement Planners

Financial experience is not required because we are not financial advisors.

Fighting an Industry as Old as Time


We Build Retirement Planners

Golden Reserve exists to tear down a broken financial service industry—and then rebuild it.

But we are in for a fight, challenging a 100-year-old mega-trillion-dollar giant, where many firms flood the internet with articles and fill commercials with whales, bulls, cliffs and other symbols. All paid for by the average working retiree. An industry where it seems like the objective is how to charge the most money while delivering the smallest amount of work. An industry that has the buying power and influence to discredit any challenger that threatens their status quo.

That is why we believe the industry has never evolved to better help the aging American population when it comes to planning. That is, until now. Golden Reserve is full of retirement planners jumping into the ring to challenge Goliath. These mavericks shine a light on the excessive fees, missing services and all the other secrets that the financial services world doesn’t want anyone to know about.

Why would I want to be a retirement planner?

Our Every-Day Clients

  • The financial planning industry has a history of overlooking Americans with  assets less than $2,000,000. Could it because they don’t have the tools or expertise to help these everyday Americans? Frankly, too many of the “big time” firms would rather focus on larger clients with larger fees.”
  • Golden Reserve has taken the opposite approach—we focus on clients with assets less than $2,000,000 because our model is built specifically to suit the needs of the “99%ers”.

The Retiree Target Market

  • According to AARP there are 55,000,000 people over the age of 55 in the US. That’s 55,000,000 potential clients.
  • According to Pew Research Center 28.6 million boomers retired in Q3 2020.
  • The largest generation in the US are in the middle of transitioning through their retirement years and Golden Reserve is positioned to help.

Lifestyle & Autonomy

  • Retirement planners build their own book of business around their personal network of friends and family. That means they create their own schedule and build their business around the people and things they love most. Not many other professions offer that level of flexibility and autonomy.
  • As a retirement planner, you have a ton of control over how you build your business. This isn’t a nine to five; you will be able to spend up to 50% of your time outside of the office networking and sourcing new potential clients or spending time with existing clients.

Your Earning Power

  • Uncapped earning potential. This is by far one of the biggest reasons people make this career change. Few professions give you this much control over your earnings.
  • Starting out, a retirement planner can make $100,000 their first year if they hit their benchmarks. After that, the sky is the limit.
4 Reasons to Become a Retirement Planner

Why Golden Reserve?

Focus


We know who we are. And who we serve. We are a team of retirement planners who focus 100% of our efforts on retirees. We do not try to be everything to everyone. Our tools, experts, and services are all specifically geared toward retirees working their way down the mountain that is retirement.

Training + Support Staff


We have a comprehensive training program to make sure you have all the tools and information you need to be successful. This means making sure you fully understand our services, tools, value proposition, and most importantly our story

Base Pay + Commission Pay Structure


100% commission-based compensation is common in our industry. However, we find that it puts undue stress on retirement planners which leads to selling the wrong way. So, we built a compensation plan that mixes both base and variable compensation to make sure you have enough runway to get off the ground.

What is a Retirement Planner

It’s not a financial advisor. It’s not a financial planner. A retirement planner focuses 100% on helping people near, at, or in retirement. While other financial folk pick stocks and try to help their clients reach retirement via investment strategies retirement planners focus on protecting and preserving their clients’ assets. They’re two different jobs for two very different stages of life: Growing vs. Protecting.

Tax Focus

Without an IRA de-tax draw strategy, retirees may pay more in taxes than necessary and fail to protect the assets in their retirement accounts that haven’t been taxed. Our guidance can help clients minimize what Uncle Sam takes and maximize what assets can be protected from the nursing home.

Long-Term Care Focus

Long-term care costs are one of the greatest threats to a retiree’s savings, yet many people don’t have a plan to tackle them. Traditional advisors may only offer pricey long-term care insurance or recommend self-funding—options that are out of reach for many. Through our partnership with legal experts, we offer legal strategies—including asset protection trusts—that help clients protect their hard-earned money. We don’t know of any other financial services firm offering this type of protection in their service package.

Risk Focus

The aggressive growth strategy that propels people up the mountain to retirement isn’t the right strategy for what lies on the other side. Here, we help clients shift their focus from growth to protection with retirement optimized investments that minimize both risk and fees. We don’t think clients paying more because they have more makes sense. That’s why we operate on a fixed pricing model.

Ready to Move Mountains? Do it with the Best.

Teri Falkenstein

Region Head

Last Job & Title:
Sales Executive/Brand Partner, New Avon, LLC

Justin Spring

President

Last Job & Title:
CEO & Cofounder, Adept Marketing

Joshua Maly

Region Head

Last Job & Title:
Regional Director, Thrivent

Rob Hazel

Accounting & Operations Director

Last Job & Title:
Controller, Media Source, Inc.

Bart Patterson

Region Head

Last Job & Title:
Investment Consultant, Parady Financial Group

Mark Jackson

Development Director

Last Job & Title:
Management Consultant, Insite Managed Solutions

Shawn Hogan

Partner

Last Job & Title:
Owner, Moon Rock Wealth Management

Stacy Meiring

Training & Recruitment Manager

Last Job & Title:
Director of Sales & Marketing, Marriott

Stacy Meiring

Training & Recruitment Manager

Last Job & Title:
Director of Sales & Marketing, Marriott

Teri Falkenstein

Region Head

Last Job & Title:
Sales Executive/Brand Partner, New Avon, LLC

Justin Spring

President

Last Job & Title:
CEO & Cofounder, Adept Marketing

Joshua Maly

Region Head

Last Job & Title:
Regional Director, Thrivent

Rob Hazel

Accounting & Operations Director

Last Job & Title:
Controller, Media Source, Inc.

Bart Patterson

Region Head

Last Job & Title:
Investment Consultant, Parady Financial Group

Mark Jackson

Development Director

Last Job & Title:
Management Consultant, Insite Managed Solutions

Shawn Hogan

Partner

Last Job & Title:
Owner, Moon Rock Wealth Management

Justin Spring

President

Last Job(s) & Title:

CEO & Cofounder, Adept Marketing

Marketing Director, Lifestyle Communities

Date Joined Team: 1/1/2021


Why He Made The move? “I was tired of being comfortable. I know I can build successful marketing programs and run a successful advertising agency. I wanted to challenge myself and see how my skills translate to entirely new industries and business models.”

Joshua Maly

Region Head

Last Job(s) & Title:

Regional Director, Thrivent

President , Wisent Wealth Management

Date Joined Team: 1/12/2021


Biggest concern making The move:  “Coming from a large company with a 100-year-old history, I was hesitant to move to a smaller one. However, my concerns were assuaged by Golden Reserve’s tremendous growth potential. I couldn’t be more excited to be here.”

 

Rob Hazel

Accounting & Operations Director

Last Job(s) & Title:

Controller, Media Source, Inc.

Controller, Capital Lighting

Date Joined Team: 1/11/2021


Biggest Concern MaKING THE MOVE: “I enjoyed my previous position and worried about leaving a great company where I’d developed deep relationships and felt my contributions were valued. However, the interview process truly sold me; I could tell everyone was incredibly talented and had a great passion for what they do.”

Bart Patterson

Region Head

Last Job(s) & Title:

Investment Consultant, Parady Financial Group

Partner, Belser Patterson Financial Group
Staff Accountant, Ernst & Young

Date Joined Team: 8/1/2018


Why did HE make The move? “I was fortunate to spend time with the Golden Reserve team on a few projects prior to officially joining the team. What stood out to me was the culture-how willing everyone was to help one another- and the value they’re able to deliver clients, all within a flat fee. It was clear Golden Reserve has a competitive advantage.”

 

Mark Jackson

Development Director

Last Job(s) & Title:

Management Consultant, Insite Managed Solutions

Director of Operations, cxLoyalty

Date Joined Team: 8/3/2020


Why he made the move? “When I began researching how to protect my parents’ home and assets as they moved into their 70s,  I saw firsthand the process is fraught with complications, frustrations, and countless questions. I wanted to help make a difference for our community and so many families like mine.”

Shawn Hogan

Partner

Last Job(s) & Title:

Owner, Moon Rock Wealth Management

Date Joined Team: 7/2/2019


Why HE made The move: “I wanted to be part of something bigger—not just for me, but also for my clients. This company has exploded in growth in a short amount of time, which is a testament to how much we’ve been able to help clients.”

 

Stacy Meiring

Training & Recruitment Manager

Last Job(s) & Title:

Director of Sales & Marketing, Marriott

Sales Manager, Hilton

Date Joined Team: 11/30/2020


JOB DeSCRIPTION AND goals: Stacy’s goal is to identify new team members that add value to our crew and be happy here long-term. Nothing makes her feel more gratified than calling to extend a job offer!  She loves being part of an innovative team that isn’t afraid to change course in order to grow and operate more efficiently.

Teri Falkenstein

Region Head

Last Job(s) & Title:

Sales Executive/Brand Partner, New Avon, LLC

Date Joined Team: 9/13/2021


JOB description & Goals: As a Region Head, Teri is responsible for the Golden Reserve offices in Akron & Canton. Her goal is to grow and nurture those areas and then expand into nearby markets.

Joshua Maly

Region Head

Last Job & Title:
Regional Director, Thrivent

Rob Hazel

Accounting & Operations Director

Last Job & Title:
Controller, Media Source, Inc.

Bart Patterson

Region Head

Last Job & Title:
Investment Consultant, Parady Financial Group

Mark Jackson

Development Director

Last Job & Title:
Management Consultant, Insite Managed Solutions

Shawn Hogan

Partner

Last Job & Title:
Owner, Moon Rock Wealth Management

Stacy Meiring

Training & Recruitment Manager

Last Job & Title:
Director of Sales & Marketing, Marriott

Teri Falkenstein

Region Head

Last Job & Title:
Sales Executive/Brand Partner, New Avon, LLC

Justin Spring

President

Last Job & Title:
CEO & Cofounder, Adept Marketing

See What Could Be

Our growing team is looking for talented individuals like you. See if you’re a match for one of our open positions or share you resume to stay in touch.

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