James Rutter

Your personal

Wealth strategist

DOWNLOAD MY FREE BOOK "BANKING ON YOURSELF: THE BIG SECRET TO GENERATIONAL WEALTH"

The Book

DOWNLOAD MY FREE BOOK “BANKING ON YOURSELF: THE BIG SECRET TO GENERATIONAL WEALTH”

TAKE BACK CONTROL OF YOUR FINANCIAL FUTURE

Are you...

  • Tired of watching your investment accounts go up and down each year?
  • Worried about what inflation is going to do to your portfolio at retirement?
  • Concerned about how much of an effect taxes will have in retirement?

My firm will help put you in the driver's seat of your finances by...

  • Removing multiple risks from your portfolio.
  • Securing growth regardless of market volatility.
  • Showing you better financial tools for tax-deferred and tax-free investments.
  • Teaching you how to access and use your retirement money now and in the future.
  • Helping you create your tax-free legacy for the next generation in your family.
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PRIVATE "MONEY TALKS" GROUP

GET ACCESS TO UP-TO-DATE AND RELEVANT OPPORTUNITIES TO BOTH PROTECT AND GROW YOUR WEALTH.

The place to:

  • Learn ways to build wealth
  • Acquire knowledge on how to protect your money
  • Discover opportunities to enhance your budget
JOIN THE GROUP

Meet James

James has spent over a decade helping friends eliminate debt, create additional sources of income to increase their cash flow, and both grow and protect their wealth to leave a legacy to their loved ones.

James initially began helping others in his spare time as a hobby while he was practicing law as an Assistant Attorney General. Once he decided to leave the practice of law, educating others on how to create and grow wealth became a life-long mission of his.

After eliminating hundreds of thousands of personal student loan and credit card debt, James has shared his story and methods in stadiums to crowds of over 20,000 people.

It doesn’t matter to James whether he’s helping people across a table, over a zoom, or on stages….

Learn More

WATCH THE THREE HIDDEN RETIREMENT THREATS VIDEO

WHAT CLIENTS ARE SAYING

“I’ve known James for 11 years, but notwithstanding our history, choosing him as an advisor was a no-brainer. In addition to a well-informed, personal service provision, James brings with him exceptional human character and works for you first - not a commission.”
Emily N.
“James helped us with multiple financial decisions for our family. He gave us practical and applicable resources, explained things in detail in a relatable way, and provided friendly and professional service. We completely trust that we made the right choice in having James assist us with our financial planning, and feel that we have come out more knowledgeable and financially secure because of his services.”
Gerald & Katie T.
“We were so blessed to have been introduced to Mr. Rutter by our granddaughter. Before meeting James we had consistently seen our retirement funds disintegrate before our eyes. Our granddaughter told us about a wealth strategist she knew who had a product that could protect and grow what we had and have a guarantee of never losing retirement funds again. He took care of rolling over our accounts for us and kept us informed on each step of the process. He has been so helpful, and we consider him a new friend who we trust.”
Joe & Sarah K.
"James is extremely knowledgeable and made the process of setting up a retirement account as well as multiple infinite banking policies easier than we could have imagined. We will certainly be working with him again in the near future to expand our portfolio. We highly recommend James!"
Jonathan & Holly M.
"My wife and I could not be more pleased working with James. He is very knowledgeable in financial planning. We will continue to seek his advice and use him for our investing needs."
Cory C.
"My husband and I have loved working with James. He took the time to review what our personal bank could look like and then walked us through what to expect from our current whole life insurance policies. We have converted both of those old policies over and already realized the benefits of banking on ourselves! Funds are building and we look forward to creating more opportunities for ourselves with this process! We are thankful he's always available and takes the time to answer our many questions!"
James & Fawn P.
"James is always willing to help, just to be helpful! His spirit to be kind and honest is something that sets him apart from others in business. He works hard to get you the best deal for your family in any capacity and has fun while doing it! His passion to help others save money and make money is driven by his deep faith and love for others."
Cliff & Val W.
"I couldn’t be more happy with how James treated me while getting my whole life policy started. His honesty and attention to detail is very assuring. He is not satisfied unless your policy is done perfectly and will crunch numbers until it is perfected."
David H.
Working with James was such a treat! His knowledge of the financial investment market is quite vast and his personal involvement was outstanding! James’s excitement to help others find financial freedom is contagious. We are so glad to have met up with James and look forward to working with him for years to come!
John & Wendy
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CHECKOUT THE LATEST BLOG POSTS

𝐃𝐨𝐞𝐬 𝐭𝐡𝐞 “𝟒% 𝐑𝐮𝐥𝐞” 𝐫𝐞𝐚𝐥𝐥𝐲 𝐰𝐨𝐫𝐤?

“The 4% Rule,” invented by a financial advisor in the mid-90s, states that if a retiree has a retirement portfolio of 50% stocks and 50% bonds then they should be able to withdraw 4% of their portfolio each year plus an adjusted amount to account for inflation without exhausting their portfolio in retirement. Although “The 4% Rule” (or theory) may provide a predictable and easy to follow withdrawal process, it ignores many financial implications that can affect a retirement portfolio,

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March 2, 2024

Would you pay for gas that made your car drive backwards?

If you had a choice between your car always moving toward your destination without having to pay for any gas or you could pay for gas that would sometimes make your car drive faster, but would also make it drive backwards sometimes, which would you choose? This is the reality with many retirement accounts. Let me explain. When your retirement portfolio is losing money during a market downturn, YOU’RE STILL PAYING FEES (gas). That means that you still pay for gas even though

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March 2, 2024
Term life insurance

This Real Life Story Will Make You Rethink Everything

A few months back, a colleague of mine shared a story of a late night phone call he received from his friend and client Steve. He thought it was odd that he was calling him so late at night. So he answered the call. Steve told him that he just received word that one of his good friends unexpectedly passed away in his 40s leaving behind a wife and children. Steve’s friend was the sole income earner for his family.

Read More »
September 18, 2023
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With Your Personal Wealth Strategist

Send James your financial aspirations, ask your biggest questions, or reach out to him to schedule a 1-on-1 meeting to discuss your wealth strategy.

JAMES RUTTER

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