Golden Reserve

At Golden Reserve, we understand that retirement planning is about more than just picking investments. It's about protecting your life savings from the largest risks in retirement, such as taxes, market risk, fees, and long-term care costs. Our team of experienced Retirement Planners takes a comprehensive approach to retirement planning, providing meaningful services that address the unique needs of retirees.

Our Story

Financial Advisors have not changed in 50 years. They still focus on picking stocks, charging high fees, and hoping the market goes up. But the world has changed. 401ks replaced pensions, long-term care costs doubled, and investing got simpler and cheaper. At Golden Reserve, we believe that retirees deserve more services and less costs from their financial professionals. Our team is dedicated to providing personalized guidance and protection to help retirees achieve their financial goals.

Our Services

Our Retirement Planners provide a comprehensive range of services, including:

• Retirement Risk Assessment: We identify the largest risks in your retirement and develop a plan to mitigate them.
• Tax Optimization: We help you minimize taxes and maximize your retirement income.
• Investment Strategy: We create a customized investment strategy that aligns with your goals and risk tolerance.
• Long-Term Care Planning: We help you prepare for the potential costs of long-term care.
• Retirement Income Planning: We develop a sustainable income stream that lasts throughout your retirement.

What Sets Us Apart

At Golden Reserve, we do things differently. We have a law firm, CPA firm, and financial firm - all in-house and included in every retirement plan we build. This allows us to provide a comprehensive approach to retirement planning, addressing legal, tax, and financial aspects of your retirement. Our team is dedicated to providing personalized guidance and protection to help retirees achieve their financial goals.

Testimonials

Don't just take our word for it. Our clients have seen the value of our comprehensive approach to retirement planning. Here's what some of them have to say:

• "More interested in what's best for the client and not what will make the company more money" - Doug Stone
• "Golden Reserve provides a comprehensive retirement strategy, that's inclusive of my retirement needs.they focus on me, not just the performance of my retirement assets." - James Babcock
• "Golden Reserve has a good team of experts and people we feel we can trust. They are more than willing to discuss any questions to the depth that you are comfortable with". - Ken Cooley

The Expedition Retirement Show

Tune into Expedition Retirement TV Show or Radio Show on your local networks. Greg Aler, CEO & Founder of Golden Reserve, tackles the most important legal, tax and financial topics that could prevent you from enjoying your retirement. Greg doesn't hold back when sharing his expertise, providing valuable insights and guidance to help retirees achieve their financial goals.