File Uploads

Why we need statements:

In order to build your Roadmap, we need to know what individual investments you have. This allows us to run our Fee Analysis to identify the fees you are paying on investments and our Market Risk Report to show what level of risk is currently in your portfolio.

Please upload itemized statements.

We need statements that list your individual investments instead of just an account balance summary.

Not required, but if available, please include 2 years of tax returns. This helps us build your IRA Tax Plan.

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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

Serving Retirees Across the Midwest and Nationwide

Ohio

Cleveland
Independence
Westlake
Pepperpike
Akron
Canton
Mansfield
Columbus
Dublin
Gahanna
Newark
Delaware
Lancaster
Bellefontaine
Cincinnati
Kenwood
Mason
Toledo
Findlay
Lima

Kentucky

Fort Wright

Michigan

Detroit area

Indiana

Indianapolis area

Pittsburgh

Pittsburgh area

Virtual Nationwide

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