Broker Check

Our Services

At The Rule Wealth Management, we understand the challenges you may face,so we provide expert assistance in the following areas:

THE RULE Wealth Management has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals.

 Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number®, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain with a 95% Probability Range. THE RULE then builds an investment portfolio to match the client’s Risk Number and chart a clearly defined path to achieving your goals.

Successful long-term financial outcomes are built by investors making one good short term decision at a time, and that only happens when great advisors equip them to do so, using the Risk Number to help you understand and react to risk appropriately, because that’s ultimately how amazing THE RULE turns clients into fearless investors.”

 THE RULE has assigned a risk number to each of your portfolios to learn more call 330 875 0800


Investments

  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Unit Trust
  • Closed End Funds
  • ETF
  • Mutual Funds
  • Structured CD
 

Financial Planning

Reducing taxes on retirement income to zero

Finding all the financial Risk in your Investment portfolio

 Teachers,Pre-retiree and retiree planning,

Social Security replacement

Actively Managed ETF and Mutual funds

How to reduce future taxes on your RMD

Providing Life time Income

401K,403b and IRA Rollover in Ohio

Striving for a secure financial future

Supporting your families.

Caring for aging parents

Strategies for retirement income

Planning your legacy

Financial Consulting

Managing savings

Investment portfolio design and management.



Insurance

  • Life Insurance( whole life,Index Life,value term life, retirement income life)
  • Fixed Annuities( for accumulation and stability),Immediate Annuities ( a income you will never out live)
  • Index Annuities ( to grow your account value in up markets and protect it in volatile markets)
 

Tax Planning

  • Individual Tax  Planning
  • Business Start Up,
.footer-container { clear: both; }