Golden Reserve
Provides retirement planning, investment management, and tax advisory services.
Company facts
- Founded
- 2011
- Employees
- 100
- Headquarters
- United States
- CEO
- Greg Aler
- Type
- Private
- Subsidiaries
- Golden Reserve Tax, AlerStallings
About
At Golden Reserve, we specialize in protecting and guiding retirees through the intricate landscape of retirement planning. Unlike traditional financial advisors who have remained static for decades, we recognize that the world has changed significantly. With the shift from pensions to 401(k)s, an increase in long-term care costs, and the simplification of investing, it's imperative that retirees receive more comprehensive and cost-effective services from their financial professionals. Our approach is distinct; we focus solely on working with families in or nearing retirement, understanding that retirement entails much more than just selecting investments. By integrating an affiliated law firm and a tax firm into our services, we provide our clients with a holistic retirement plan all under one roof. This ensures that each client's retirement strategy covers every essential facet of their financial future, from tax planning to legal considerations, which are often overlooked by conventional advisors.