Todd White

Partner - Golden Reserve - Retirement Advocate - Protecting your hard earned assets on your journey down the retirement mountain

Role: Partner at Golden Reserve
Location: Bellefontaine, OH, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Partner
Golden Reserve
Dec 2023 — Present · Bellefontaine, OH, US

Education

The Ohio State University Fisher College of Business
Bachelor’s Degree, Finance and Financial Management Services
2011 — 2015
Bellefontaine High School
General Studies
2007 — 2011

Skills

People Skills
Microsoft Word
Team Leadership
Financial Analysis
Management
Team Building
Microsoft Excel
Powerpoint
Social Media
Leadership
Time Management
Entrepreneurship
Microsoft Office
Sales
Professional Phone Skills
Customer Service
Teamwork
Communication
Marketing
Problem Solving

Contact information

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Work email
•••••@goldenreserve.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Golden Reserve

Financial Services · 66 employees · Dublin, Ohio, United States

Reaching retirement is the greatest climb of your life, yet some 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 built a group of affiliated tax, insurance, legal and investment companies, all working together under one roof, to provide you with the services you need to navigate not just financial risks, but many of the largest legal and tax related risks of Retirement too. -Retirement Income Strategies -Long-Term Care & Asset Protection -IRA & Tax Strategies -Market Risk Analysis -Investment Fee Analysis Investment advisory services offered through Golden Reserve Retirement, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Golden Reserve Retirement, LLC and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Golden Reserve Retirement, LLC unless a client service agreement is in place. You may find additional information about our firm by visiting the Investment Adviser Public Disclosure (IAPD) website by searching our firm name at: https://www.adviserinfo.sec.gov/.

goldenreserve.com

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Experience

Partner

Education

The Ohio State University Fisher College of Business

Bellefontaine High School

Skills

Find verified contacts for anyone on LinkedIn