Empowering people to thrive in life and leave a legacy.
Golden Rules Guide to Financial Independence!
First, the focus is YOU: your dreams, your goals, your challenges, your entire life picture. You are unique and a cookie-cutter approach will not work.
Next, education rips down the financial lies that are holding you and your finances back.
Then, we develop a custom and proven financial strategies specific to you.
Finally, after a mutual agreement with you, we help implement the strategies to reduce risk, grow and protect your wealth, and minimize taxes.
All of this helps you reduce financial stress, You worry less about money, and you get better financial results.
Wall Street and the banks want you to believe you need them and you need to be a financial expert to win the money game.
They spend billions of dollars to perpetuate this illusion. Let’s face it, the conventional or “typical” financial advice is outdated and has failed many hard-working Americans.
What worked 40 years ago doesn’t work in this constantly changing world. Wall Street and the markets have headwinds and are out of control. Golden Rule Wealth believes there is a better way than the “hope and pray” model of the “typical” financial advice.
We believe the best place to start taking back control of your finances is with knowledge.
We educate our clients on how to use their money and what to watch out for. With new-found knowledge and a step-by-step strategy to build a solid foundation, our clients will be unstoppable. And Golden Rule Wealth will always be in your corner because your dreams and goals become our dreams and goals and we are with you every step of the way.
One of the primary ways we help you reduce financial stress and achieve financial freedom is through your Legacy Design.
1) Certainty
Automated saving with guaranteed rates of return. This removes the guesswork from your portfolio
2) Protection
Reduce stress by knowing the market’s volatility won’t touch your financial foundation
3) Cash Flow
Enjoy income in your later years without the worry of running out
4) Liquidity
Access your money when you want, regardless of age and without penalties
5) Control
Keep your wealth in your hands, with reduced tax liability and increased asset protection
6) Legacy
Be able to pass along your wealth the same way the ultra-wealthy have.
Once your Legacy Design is set up, we will be your guide to efficiently grow your wealth. We will educate you on the Infinity Wealth Strategy. The Infinity Wealth Strategy will help you minimize taxes while maximizing your cash flow.
Anyone, regardless of their financial stage in life, can use The Infinity Wealth
Strategy.
Growth Stage
Reducing debt and growing wealth, large purchases which may be for
business or real estate.
Income Stage
Closing in on retirement and needing cash flow you won’t outlive,
which is predictable and can withstand any economic climate.
Legacy Stage
Want to leave lasting value for your family, ensuring you leave a
legacy.
Get exclusive access to life-changing online courses and take the first step toward reaching your financial freedom.
See What People Are Say
I want to thank you again, Jason, for the assistance you’ve given us. Sure do appreciate it. We’ll definitely try to refer people your way, who are looking for assistance with financial counseling.
Bob
