4 Strategies That Saved This Couple
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Tax Map
Without a plan to minimize your tax burden, you could lose as much as 40% of your IRA to Uncle Sam. Do you have a plan for the largest liability on your balance sheet?
Market Flashlight
20% gains are great, but a 40% loss can be devastating in retirement. Having too much risk could cost you big time. Do you know how much is at risk in your accounts?
Fee Filter
What’s hiding in your portfolio? Advisor fees and hidden investment fees can decrease your returns and erode your savings. Do you know what annual fees come out of your accounts?
Long-Term Care Compass
Nursing homes can run $8,000 a month or more, and without a strategy to safeguard your assets, you could lose your home and life savings. Do you have a plan for the largest risk in retirement?
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“I was shocked to see all my hidden fees I was paying with my financial advisor"
“My Roadmap showed me how to look at my investments and how to make the rights steps to make it through retirement."
“The roadmap helped us gain a sense of having an integrated forward-looking plan, worked out with a competent counselor and his associates who are enjoyable to work with."
About Golden Reserve
Financial Advisors have not changed in 50 years. Picking stocks, charging 1% and hoping the market goes up.
But the world did change. 401ks replaced pensions, Long-Term Care costs doubled, and investing got simpler, and cheaper.
Shouldn’t you expect more services, and less costs, from your financial professional?
Our Retirement Planners provide services, at a flat-fee, that actually help protect your life savings from the largest risks in retirement.
Our Story Since 2011
Creators of the Expedition Retirement Show and Best-Selling Book: Fire Your Financial Advisor
Additional Complimentary Offers
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Serving Retirees in 20 Locations and 13 States
Ohio
- Cleveland
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- Westlake
- Pepperpike
- Akron
- Canton
- Mansfield
- Columbus
- Dublin
- Gahanna
- Newark
- Delaware
- Lancaster
- Bellefontaine
- Cincinnati
- Kenwood
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- Findlay
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Kentucky
- Fort Wright
Michigan
- Detroit area
Indiana
- Indianapolis area