Doing what’s right, every time.
Since 2005, Golden Rule Wealth Preservation has worked with friends and neighbors throughout the greater Houston and Dallas areas to help them work toward their financial goals through investments. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. Whether it’s what to do with your 401(k) or how you can leave a legacy to your loved ones, we want to help you address your financial concerns.
Joseph@goldenrulewp.com / 832.585.2487
Enter your information to request our retirement kit including three separate guides that address several retirement topics.
What We Do
Our Firm
Our mission is to help clients enjoy retirement while reducing their tax liabilities. Our primary areas of focus are tax-reduction strategies, 401(k) rollovers, asset protection and wealth accumulation.
Services
Making sure your assets can generate the retirement income stream you need today and keep up with the rising cost of living that inflation pressures can exert requires expert planning.
Get in Touch
Contact us at Joseph@goldenrulewp.com or call us at 832.585.2487 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.