Golden Rule Wealth Advisory
@christianfamilyfinancial.com
At Golden Rule Wealth Advisory, our first priority is to take care of you and your family. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
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255, 255, 255
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0, 172, 237
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100, 27, 0, 7
About Golden Rule Wealth Advisory
Golden Rule Wealth Advisory is a financial advisory practice in Traverse City, Michigan, focused on helping individuals and families make their money meaningful. The firm takes time to understand each client’s needs, concerns, goals, and risk tolerance, then develops a tailored financial plan. Its services include biblically faithful investing, retirement income and Social Security planning, legacy giving, and financial guidance for pre-retirees, families, individuals, and business owners.
The practice also works with nonprofits and offers tax preparation and tax filing services. Golden Rule Wealth Advisory describes clients as partners and guides them through a process that begins with a consultation, continues with building a plan, and aims to help them live with confidence. Led by Jeff Beebe, CFP® and CKA®, the firm also provides resources such as an investing guide, risk assessment, financial calculators, and a client portal.
Investment and securities services are offered through G. A. Repple & Company, while tax services are provided exclusively by Golden Rule Wealth Advisory.
Availability may depend on location and registration
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