After hanging up my cleats as a pitcher with the Atlanta Braves, I turned my focus to education, coaching and teaching finance, accounting & business principles. I soon realized I wanted to implement the very strategies I was teaching, to help people achieve and protect their own dreams. However, I was disheartened by the emphasis financial shops put on selling their products, often above the interest of their clients. I envisioned a new approach to financial planning that was affordable and transparent. That big dream became the foundation for Golden Reserve. Ten years later, we have grown our footprint across the state of Ohio and we are helping thousands of retirees plan for the biggest challenges facing their life savings.
Patrick Schmidt is a highly experienced professional with 26.5 years of work experience in strategic financial planning, investments, fixed annuities, financial analysis, and retirement planning. He has a strong background in education, coaching, and teaching finance, accounting, and business principles. Patrick's goal is to implement affordable and transparent financial planning strategies that align with his clients' dreams. He has a proven track record of helping retirees plan for the biggest challenges facing their life savings. Currently, he is the Owner and Senior Investment Consultant at Golden Reserve in Ohio.
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 Strategies Enjoy 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 Protection Long-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 Strategies Tailor-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 Analysis We 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 Reduction We 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.
The Atlanta Braves are a Major League Baseball club based in Atlanta, Georgia. The Atlanta Braves Executive Offices are located in the ballpark of Truist Park in Atlanta, Georgia. For more information about the club visit www.braves.com or call (404) 522-7630. Find a listing of jobs available at http://atlanta.braves.com/employment
Strategic Financial Planning
Long Term Care Insurance
We found 3 Patrick Schmidt's email addresses
We found 1 Patrick Schmidt's phone numbers
Patrick Schmidt's social media include: Linkedin,
Patrick Schmidt works for Impact Legacy Group
Patrick Schmidt's role in Impact Legacy Group is believer husband to lauren and father to ella addie & luke vp of business development & managing partner - impact legacy retirement group llc
Patrick Schmidt's latest job experience is believer husband to lauren and father to ella addie & luke vp of business development & managing partner - impact legacy retirement group llc at Impact Legacy Group
Patrick Schmidt's latest education in The Ohio State University