Family First Firm 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. People Are Assets 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. Create More Value than You Consume 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. Win By Not Losing 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. World-Class Planning 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. Our firm provides access to some of the best financial minds in the business, with strong risk-management skills, and a full array of products and services. Rethink Wealth, LLC is an agency of The Guardian Life Insurance Company of America, founded in 1860, and currently one of the largest mutual life insurance companies in the United States. Rethink Wealth, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3040 Post Oak Blvd. Suite 1150 Houston, TX 77056. PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS.