Comprehensive Financial Services—All Built on Doing What’s Right

At Golden Rule Wealth Preservation, we don’t chase trends. We build principled strategies that stand the test of time. Our services are designed around one unwavering promise: to do what’s right for you, every time. Whether you’re approaching retirement, optimizing taxes, or protecting your family’s future, our goal is simple—to help you make decisions rooted in integrity, guided by expertise, and aligned with your life.

Brad Palmersheim

Retirement Income Planning

Transform your savings into reliable, predictable income designed around your goals and comfort—not market hype.

Brad Palmersheim

Tax-Minimization Strategies

Keep more of what you’ve earned through efficient, proactive tax minimization planning that complements your entire financial strategy.

Brad Palmersheim

Insurance & Protection Strategies

We help protect what matters most—your family, your income, and your confidence for the future—with insurance recommendations tailored to your needs, not commissions.

Brad Palmersheim

Wealth & Asset Management

From portfolio design to diversification and ongoing optimization, every recommendation reflects your risk tolerance, not someone else’s target.

Brad Palmersheim

Social Security Optimization

We help you claim the right benefits at the right time, so your retirement income works harder for you.

Brad Palmersheim

Retirement Distribution & Cash Flow Planning

Turn decades of saving into an efficient, sustainable income stream that supports your lifestyle and legacy goals.

Brad Palmersheim

Estate & Legacy Planning

Preserve your family’s story, protect your wealth, and ensure your wishes are honored—always.

Brad Palmersheim

Business Succession Planning

When it’s time to pass the torch, we guide you with care and clarity to help ensure your hard work transitions smoothly.

Know Where Your Money Can Take You—With Integrity Leading the Way

One call. Real answers. Discover what’s a fit for you and your retirement future.