Protect Your Family.
Build Your Wealth. Create Your Legacy
One trusted source for estate planning, financial education, and a business opportunity that allows you to help other families while creating additional income
Choose the option that's right for you.
PROTECT YOUR FAMILY
Estate Planning
Learn how to avoid probate, protect your loved ones, and create an estate plan.
BUILD YOUR WEALTH
Financial Services
Discover strategies to build wealth, reduce taxes, and prepare for retirement.
CREATE YOUR LEGACY
Business Opportunity
Learn how you can earn income helping families protect everything they've worked for.
Why Everything Works Together
Most families focus on only one piece of their financial future.
They invest.
They buy insurance.
They save for retirement.
But many never create an estate plan—and many people looking for additional income and never realize they can build a business that makes a meaningful difference in families' lives.
Our mission is simple:
Help families build wealth, protect it, and leave a lasting legacy.
Avoid Probate.
Protect Your Family.
Preserve Your Legacy.
Discover how families can avoid costly court proceedings, maintain control of their assets, and create peace of mind with a proper estate plan.
Estate Planning
Protect Everything You've Worked For
Living Trusts
Wills
Powers of Attorney
Healthcare Directives
Probate Avoidance
Lifetime Updates
And More...
Financial Services
Build Wealth With Purpose
Retirement Planning
Life Insurance
College Planning
Tax-Advantaged Strategies
Legacy Planning
Income Protection
Business Opportunity
Turn purpose into profit
Instead of selling products... Help families protect their futures. Earn commissions. Build recurring income. Create a legacy business you can pass on to your own family.
Flexible schedule
Full training
Marketing system provided
Fully automated
No legal experience required
Make a real difference
Why People Choose Us
Families choose R.T. Wheeler & Associates because we make the process simple, understandable, and focused on protecting what matters most.
Where Would You Like to Begin?
PROTECT YOUR FAMILY
Estate Planning
Learn how to avoid probate, protect your loved ones, and create an estate plan.
BUILD YOUR WEALTH
Financial Services
Discover strategies to build wealth, reduce taxes, and prepare for retirement.
CREATE YOUR LEGACY
Business Opportunity
Learn how you can earn income helping families protect everything they've worked for.
