Independence, OH Office
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Golden Reserve Retirement, LLC
Team
Firm-wide stats for Golden Reserve Retirement, LLC
About
Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering ongoing portfolio management, retirement planning, and related planning services such as tax and estate considerations. The firm delivers tailored advice and documentation for each client, including a Roadmap Summary that outlines income, tax levels, risk tolerance and investment objectives.
The firm’s investment approach emphasizes long-term trading and diversification grounded in modern portfolio theory, with a preference for passive, low-cost investments for many clients and regular portfolio monitoring. Golden Reserve may accept discretionary authority, appoint third-party sub-advisors for managed portfolio services, and requires use of a qualified custodian for account custody and reporting.
What is distinctive about Golden Reserve is the integration of affiliated professional services: it offers an estate-planning legal plan through AlerStallings, LLC and tax services via Golden Reserve Tax, LLC, with those services included within the firm’s negotiated annual fee while clients remain free to use outside providers. The firm also relies on negotiated fixed annual fees rather than the more common asset-based percentage fee model, a practice the brochure highlights as part of its disclosed fee and conflict-management structure.
Based on Golden Reserve Retirement, LLC
Expertise
Based on Golden Reserve Retirement, LLC
Location
6133 Rockside Road, Suite 303
Independence OH 44107
Advisors at this office
2
Advisors at this office
Justin D
Series 65, Series 66
Independence, OH
Golden Reserve Retirement, LLC
Justin Dilbeck is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of advising, he is a licensed insurance agent affiliated with Golden Reserve, LLC. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach tailored to each client’s goals. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities.
Timothy S
Series 65
Independence, OH
Golden Reserve Retirement, LLC
Timothy Stallings is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and is a partner and owner of AlerStallings, LLC, a law firm where he provides estate planning legal services. Stallings is also a licensed insurance agent affiliated with Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, low-cost, predominantly passive investment approach based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored client objectives.
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