You May Be Able Enjoy Peace of Mind in Retirement.
But First, You May Need to Fire Your Financial Advisor.
Forget what you know about planning for retirement. For years, the financial planning industry has left retirees woefully unprepared, and their money unprotected at the top of Retirement Mountain. Conventional wisdom tells you that once you reach your target number for retirement, you're set for life. But there's still a long journey with plenty of opportunity for stumbles on the way down.
In Fire Your Financial Advisor, Greg Aler, co-founder of the groundbreaking retirement planning firm Golden Reserve, explains how bad we are at planning for retirement, when/how the tidal wave of retail financial advisors came into existence, what your retirement plan is missing, and the hidden dangers that threaten to derail your life savings. It's a riveting inside look at the history of retirement in the U.S., what the financial planning industry isn't telling you, and why the paradigm for retirement planning will soon change forever.
Meet the Author
Through co-founding Ohio's largest estate planning and elder care law firm, Greg Aler saw how the financial planning industry was failing retirees, leaving them unprepared for retirement's biggest risks. He knew retirees deserved better and set out to deliver it with Golden Reserve, a retirement planning firm serving only people in or near retirement. Golden Reserve's exclusive focus enables the firm to equip its clients with the resources others miss: tools and strategies that protect against the threat of long-term care costs, taxes, market risk, and excessive investment and advisor fees. It's a concept that's caught on quickly, fueling rapid growth, recognition as a Columbus Business First Fast 50 Company and a place on the Inc. 5000 Fastest-Growing Companies list. Greg is a native Ohioan and a graduate of Miami University. He went to law school at Case Western Reserve University. He and his wife Fernanda have 3 kids and live in Dublin, Ohio.
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Investment advisory services offered through Golden Reserve, LLC, a Registered Investment Adviser.
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