Akron, OH
Golden Reserve Akron, Ohio has helped retirees throughout Summit County protect and preserve their assets in retirement. With a team of advisors, CPAs, and attorneys on staff to provide guidance on complicated tax planning and estate planning issues, we offer easy access to the tools our clients need to enjoy retirement. In fact, our comprehensive approach to retirement financial planning has earned us a place on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list.
More than 1000 Ohio retirees have entrusted our team of retirement financial planners to provide the tax planning, asset preservation, and long-term care analysis they need to protect their hard-earned assets. Schedule time to meet our Akron team today.
Staff Members
Shawn Hogan
Partner
When it comes to preserving their legacy, Shawn Hogan is his clients’ trusted ally.
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Matt Schaefer
Senior Retirement Planner
Matt Schaefer is passionate about helping protect his clients’ hard-earned money.
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Luke Peters
Client Service Specialist
This proud Ohioan loves seeing clients secure a better retirement.
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Christina Taylor
Client Service Specialist Manager
For Christina Taylor, it doesn’t get any better than knowing she’s helped someone achieve greater peace of mind.
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Teri Falkenstein
Region Head
Teri Falkenstein enjoys empowering others to make their dreams a reality, which makes her a natural fit for a retirement planning firm that does the same.
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