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Your financial 
future should not 
be left to chance. 

WEALTH STRATEGY AND COACHING

Consult Form

GROW AND MANAGE YOUR WEALTH WITH A PERSONALIZED PLAN

This is a the background image for a"Request a consult" form. Individuals in the photo are seated around a table working on building personalized financial plans for their clients.

Let's get started 

Submit this form and we’ll contact you to schedule a free consultation! 

WHAT TO EXPECT FROM YOUR CONSULT

Personalized.

Our initial consultations are focused on taking a closer look at your current financial standing and creating a personalized plan to fit your unique goals and aspirations.

Targeted.

Each meeting focuses on refining your strategy to achieve your specific goals and targets. Your objectives are our priority. We’ll work diligently to align your strategy with your needs.

Integrative.

Ready to take the next steps? You won’t be alone. My team and I are here to offer guidance and support at every turn as we journey through your financial strategy together. 

This image is a photo of Jaden Zubal, owner of Zubal Wealth Strategy. Jaded is a professional wealth strategist, investor, speacker, coach, and soon to be author. He is an expert in finanical planning with an emphisis on the Family Banking strategy.

Jaden Zubal

WEALTH STRATEGIST  |  INVESTOR  |  SPEAKER

Certified Financial Fiduciary®

As a Wealth Strategist, I adopt a unique approach, primarily utilizing insurance-based products to offer enhanced liquidity, utility, and control over your finances. My team and I empower clients with the necessary education and tools to secure their financial future, ensuring protection against market volatility or economic downturns. With guaranteed principal, annual growth, and tax-free access, we provide peace of mind. 

In real estate, we offer efficient funding solutions and cash reserve growth strategies. This approach extends to business endeavors as well. Unlike conventional Wall Street methods reliant solely on stocks, bonds, mutual funds, and qualified plans, we offer a deeper examination of financial choices. Our aim is to mitigate losses in critical life expenses, such as mortgages, taxes, retirement savings, college, and lifestyle expenditures.

FEATURED PODCASTS

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Gary's Gulch
This is an image of the cover Jaden Zubal's new book, "The Family Banking Revolution." This book is in the works and this image holds a form for people to sign up to receive info when the book is released.

We'll send official release dates right to your inbox!

"The Family Banking Revolution" is a narrative that blends storytelling with financial education, centered around the character Alex Thompson. The story, set in Austin, Texas, introduces readers to the concept of "Family Banking," a strategic financial method that shifts away from traditional banking to empower individuals and families as creators of their financial destinies. 

 

Sign up now to get early access to our upcoming ebook, packed with invaluable insights and strategies for financial success.

by Jaden Zubal

THE FAMILY BANKING REVOLUTION

Coming Soon!

CLIENT REVIEWS

THE HIERARCHY OF WEALTH

The Hierarchy of Wealth Pyramid designed by Zubal partner comapny, Paradigm Life. This image outlines the 4 tiers of the Hierarchy of Wealth, what elements of finances fall into each tier and the control to risk ratio of each.

The “Hierarchy of Wealth” is similar to Abraham Maslow’s “Hierarchy of Needs.”

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The hierarchy of wealth and the hierarchy of needs both outline progressive stages towards fulfillment, with each level building upon the previous one.

 

While the hierarchy of needs addresses fundamental human needs such as physiological and psychological well-being, the hierarchy of wealth focuses on financial literacy, asset accumulation, and legacy building. 

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Both hierarchies are interconnected and influenced by individual differences and cultural factors, guiding individuals towards fulfillment and prosperity in different aspects of life.
 

A couple of guys looking at a computer with happy and hopeful looks on their faces. It's the faces of people figuring out their finances and generating new wealth for themselves and their families.

Successful investing
is about managing risk, 
not avoiding it. 

BENJAMIN GRAHAM

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