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(330) 875-0800

THE RULE Wealth Management LLC

Our Services

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


  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Traditional IRA
  • Roth 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.


  • 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,
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