This kit includes:
A copy of our Amazon Best-Seller (2/20/2023), Fire Your Financial Advisor
A comprehensive guide to protecting your retirement.
Protect What You've Worked a Lifetime to Build
If you’re over 55 with $500,000 or more saved, you could benefit from a complimentary Roadmap for Retirement. Get a clearer view of where you stand and how you could make the most of your retirement.
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Locations in 14 States
Serving Clients Nationwide
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Our Roadmap Process is Simple and Complimentary.
Step
1
Discuss Your Current Plan
In a brief, confidential chat, we’ll learn about your goals and help you decide if a Roadmap is right for you.
Step
2
We Analyze for Hidden Risks
We help you securely gather your current statements for our team to review. Our experienced team will stress-test your portfolio against different market conditions and perform a deep analysis to uncover hidden fees or unnecessary risks like IRA Taxes.
Step
3
Receive Your Roadmap Plan
We'll provide a straightforward summary of our findings in plain English. You'll see what's working, what risks may exist, and get clear recommendations to help improve the safety of your plan.
What You'll Receive in
Your Complimentary Roadmap:
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An IRA Tax Plan showing how you could significantly reduce taxes paid on our IRA.
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A "stress test" showing how your portfolio may perform in a market downturn.
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A full hidden fee analysis to expose costs that can erode your savings.
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An overview of your vulnerability to long-term care costs and what legal protections to consider.
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An Income Forecast showing how much you could have at the end of retirement—so you can spend with more confidence today.
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Actionable recommendations you can use immediately, with no obligation to us.
Experience You Can Trust, Advice You Can Understand.
With 40+ locations across 14 states and serving clients virtually nationwide, our priority is helping families like yours protect their financial future.
Our 'Second Look' process is not a sales pitch. It’s our commitment to providing an honest, unbiased assessment so you can be confident in your retirement.
Plus, a Gift For Taking the First Step
SCHEDULE MY NO-COST ANALYSIS
Once you have scheduled with our Retirement Planning team, we'll immediately FedEx you our Retirement Readiness Kit.
This kit includes:
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Information about Golden Reserve and our unique approach.
A small thank-you gift for taking the time to meet with our team.