Patrick Schmidt's Contact Details

Patrick Schmidt's Company Details

Golden Reserve

Dublin, OH, US • 20 - 49 Employees
Financial Services

Reaching retirement is the greatest climb of your life, yet many traditional financial planners abandon their clients at the summit, without a strategy or the proper tools for the remainder of the journey. Hard-working retirees deserve better. That's why we formed Golden Reserve.At Golden Reserve, we've brought all the services you need under one roof to protect you from the financial risks that come in this stage of life for one transparent annual fee. -Retirement Income StrategiesEnjoy your retirement guilt-free knowing you won't run out of money. We'll build a detailed income strategy that ensures sustainable cash flow by maximizing your social security, pension, and other retirement assets.-Long Term Care & Asset ProtectionLong-term care costs can be as high as $10,000 per month. We'll ensure you're safeguarded through strategies like self-funding, insurance options, and legal tools such as asset protection trusts. Should you need a trust, our Elder Care Law partner will develop one for you at no additional cost.-IRA & Tax StrategiesTailor-made tax plans minimize your tax burden and maximize your social security, pension, and other retirement assets for sustainable cash flow. Plus, our trusted tax partners handle preparation of your simple tax returns for a truly seamless experience.-Market Risk AnalysisWe stress-test your portfolio, modeling its projected performance through economic downturns and bull markets, to ensure your exposure consistently aligns with your tolerance and goals. -Investment Fee ReductionWe only offer products that meet our retirement optimized-criteria. Investments must provide an opportunity for your assets to grow with the absolute minimum fees and risk. Our investment cost analysis uncovers the advisor fees and hidden internal costs in your current portfolio that decrease your returns.