Imagine if the Houston Texans and Dallas Cowboys joined forces.
Think of the possibilities if Deshaun Watson, Ezekiel Elliott, J.J. Watt and DeMarcus Lawrence were to all line up on the same sideline. Separately, the two NFL clubs are already very solid. Combined, they could be unstoppable. And while a merger of this nature will almost certainly never happen on the gridiron, it’s already taken place in the financial planning industry.
Meet Rethink Wealth, a new financial planning firm combining the very best talent from White Rhino Financial and Wealth Design Group.
Who We Are
A Texas-based agency of The Guardian Life Insurance Company of America, Rethink Wealth became a reality on July 1, 2019, when two very successful financial coaching firms, Wealth Design Group and White Rhino Financial, merged under a new name. The two firms also retained their individual brand identities to maintain a strong presence in the markets we serve.
Rethink Wealth collectively houses 60+ financial advisors and a serve clients all across the country..
At Rethink Wealth, we have five core principles:
We are proud and protective of our family atmosphere. When you join our firm as a member or as a client, you join our family. Your success is our success, and protecting the people you love is our first priority.
Our success comes from a culture that supports the whole person; not only their business or financial success, but also their personal success. As such, we encourage our members to chase their passions and purposes.
We understand that value is measured by the consumer, and strive to maximize that value by developing community leaders within our organization. Creating more value for our clients and community is what drives us.
We equip our clients with the knowledge to win the highest stake game of their lives. Using an education-based process, we teach clients to protect themselves first, maximize savings, and eliminate unnecessary risks.
We utilize a team model to co-create optimal strategies and a world-class experience for our clients. Our team of experts rely on indisputable math and contract law to find money for our clients, without compromising their lifestyles.
We greet every Rethink Wealth client with a blank slate. No matter what you look like or how much money you make, you can rest assured that we’ll cater specifically to your individual needs without any preconceived notions. We understand each person is unique and will need a different set of strategies to confidently reach their financial goals.
Insurance: Let’s be honest: there are a lot of insurance products out there. More than likely, most aren’t right for you. When you sit down with us, we’ll make sure you understand how different types of insurance policies work, how much they cost and why (or why not) they may fit your needs — without any hard sells or complicated jargon. That’s our promise.
Investing: If investing were easy, anyone would be able to make a killing on the stock market. But it’s not. Doing it right takes plenty of hard work and discipline, not to mention a thorough understanding of investing principles and financial markets. When you come to us asking for a sound investment strategy, that’s precisely what we’ll bring
Retirement: Did you know only 23% of workers say they’re very confident about saving enough for a comfortable retirement? Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working. We believe the best way to find your way to a successful retirement, is to make sure your eyes are wide open
Meet the Firms
White Rhino Financial
Founded in 1860, White Rhino Financial is an agency of The Guardian Life Insurance Company of America and currently one of the largest mutual life insurance companies in the United States.
We house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards. We’re well-equipped to work with you to build your future.
Our mission is to use our skills and financial knowledge to help you and those important to you enjoy financial confidence and prosperity throughout your lifetime. Your success is our success – and we work tirelessly to create the right strategies to optimize your wealth building potential and financial well being.
Knowing how quickly events can change, we stay abreast of current legislation and trends, and how they might impact your financial future.
You can learn more at https://www.whiterhinofinancial.com/.
Wealth Design Group
Initially a client working with a financial advisor, Rick Ray discovered a passion for finance. Upon the recommendation of his advisor, he changed careers and entered the financial services industry. After 15 years of working with a number of major financial institutions, he envisioned a firm that could offer clients quality and sound investment and financial advice without any restrictions or biases. With this in mind, he founded Wealth Design Group in 2004.
Wealth Design Group continues to serve clients with the goal of providing objective advice and unbiased guidance. With access to a wide range of investment solutions and insurance products, we can create custom strategies for clients based on their individual needs and objectives.
We believe that a critical issue people often make is trying to pursue their financial goals without a solid strategy and plan.You can’t build a house without a floor plan, and you need a design before you can create that plan. By holistically evaluating a client’s entire financial picture, including where they are and where they want to be, we strive to help individuals and families design a roadmap that may lead them to financial independence.
More information can be found at https://www.wealthdesigngroup.net/.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.