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Help Us
Build Your
Personalized
Roadmap for
Retirement
We ask that you complete two brief steps before your upcoming meeting. This information is required prior to our meeting as it allows us to review your portfolio, run our analysis and begin to outline your complimentary Roadmap for Retirement personalized to your unique situation.
Step 1
Tell Us
About Yourself
Takes about 7 minutes.
Step 2
Upload Your
Financial Statements
Please upload your most recent itemized account statements listing your individual investment holdings, not just the overall account balance.
File uploads are supported by Box.com. Read more about their security protocols here.
2011
FOUNDED
48
OFFICES
2,676
FAMILIES PROTECTED
$1.7B
ASSETS + INSURANCE
Questions?
We’re here
to help.
If you have any questions about completing the questionnaire or uploading your statements, please contact our team at 855-785-3855.
Why do you need this information before my meeting?
This information allows our team to review your portfolio, run our fee analysis and market risk report and begin to shape a Roadmap for Retirement tailored to your individual circumstances. This allows our meeting to focus on meaningful discussion, not data collection.
Are itemized statements required?
Yes, we need detailed statements that list your individual investment holding in order to to build your Roadmap. Account balance summaries do not provide the information needed.
Do you share my information with third parties?
Protecting your personal and financial information is a priority for our firm. Your information is used solely for the purpose of preparing your complimentary Roadmap for Retirement and related analysis. Golden Reserve does not sell or share your personal information with outside parties for marketing purposes.
Is it safe to upload my statements?
File uploads are supported by Box.com. Read more about their security protocols here.
What should I expect during my first meeting?
Your first meeting is focused on reviewing your current financial picture, discussing your goals, and getting your Roadmap started. It is designed to be informative, structured, and tailored to your unique situation. No sales pitch. No pressure.
Serving Clients Nationwide
Golden Reserve continues to expand its service footprint and message across the United States, adding new in-person and virtual offices every year.
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GET IN TOUCH
Call Toll-Free: 855-785-3855
Email: contact@goldenreserve.com
Insurance licensed in AL, AZ, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, VA, WV, and WY.
As of January 1, 2026 GRR proudly serves its clients in 26 retail offices in 5 Midwest states and 22 virtual offices in another 9 states across the U.S.
Investment advisory services offered through Golden Reserve, LLC, a Registered Investment Adviser.
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