We are your Gateway to your Golden Retirement
The Golden R Group seeks to provide an innovative and holistic planning experience where the client gain’s picture perfect clarity and confidence by obtaining a customized 9 Step Action Plan to Financial Freedom where they live a life protected from risks and are able to provide abundant giving and leave a full legacy to their families and loved ones.
We feel that once you enter the gates of “The Golden R Group” and apply energy and take action towards each of our 9 Steps to Financial Freedom you will be able to experience and develop a true blue print and vision that will allow you to live a life that is truly on your own terms.
History of The Golden “R”
The Golden “R” has many meanings actually and depending on the Client and circumstance could be interchangeable. The name came from divine inspiration in 2017 and from a desire to give the client a true experience of something out of the norm from the traditional financial service model which is boring, outdated, and does not always follow through on its promises.
There are 3 main foundations within the Golden R Group:
Retirement
I want each client to feel and experience the true essence of the Golden “Rule” which is to be treated the way one should treat others. Truly having a vested interest in one’s “Retirement” goals and “Giving” (the G in the Golden R Group), “Real” value and “Receive” the keys to the castle.
“With me are ‘Riches’ and Honor, enduring Wealth and Prosperity.” Proverbs 8:18
That “Real” value will be “Received” and felt when one goes through our 9 Steps to Financial Freedom Blue Print.
Risk Management
Everyone wants to “Receive”, but the greater one “Gives” the more they will “Receive” - This is foundational Tenant of providing value to our clients and helping them re-structure and attack their “Risk Management” goals and the way they view “Risk” is essential to the keeping one’s acquired “Riches” intact.
Risk management ensures you are protected from risks like: market volatility, inflation, distribution risk, longevity risk, disability, pre-mature death, risk of not planning for taxes, estate distribution and several others.
Retrievers
Jason has always had a special gift of communicating with dogs from a very early age and this gift has transcended into a collaboration with his Golden Retrievers “GR” to provide comfort and therapy “service” to the many institutions, schools, and hospitals Jason serves, as well as many military veterans within Jason’s family and sphere of influence. “Major” Jason’s primary male stud is one of the best and most handsome service dogs out there today, and just had his first litter with his female “Gracie” on July 7, 2022.