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Who We Are & What We Stand For
We believe financial protection is the foundation of true wealth. Before strategies. Before investing. Before growth. Protection comes first.
Truth Based Wealth was built to help families protect what matters most, gain clarity around how money actually works, and build long-term strength through sound private banking principles and life insurance.
Protection Is The Foundation
Financial security begins with protecting your family against life’s uncertainties.
Maximum Coverage
Protect your family with the right amount of life insurance — term and/or whole life — based on your situation.
Economic Risk
Inflation, market volatility, and instability quietly erode financial security.
Financial Drain
Taxes and interest payments often cost families more than they realize.
Keep Your Money Under Your Control
Private banking puts you back in control of the banking process in your life.
Rather than relying fully on outside banks, we help you build your own private family banking system designed for stability, access, and long-term strength.
Stability
Store capital in stable financial vehicles
Liquidity
Access your money when you need it
Efficiency
Reduce unnecessary financial friction
Legacy
Build multi-generational strength
What Is True Wealth
Wealth is more than numbers on a statement.
Foundational Wealth
Faith
Family
Health
Relationships
Financial Structure
Protection
Capital Accumulation
Cash-Flow Discipline
Long-Term Freedom
Money should serve your life — not control it.
— Corey Jones
What We Were Taught About Money
Go to school.
Get a stable job.
Save in the bank.
Contribute to retirement accounts.
Work for decades — then hope it’s enough.
These ideas became the default financial path for most families.
But many of these strategies operate inside systems whose primary incentives may not fully align with your freedom, your financial control, or the future you want for your family.
We believe true financial education is essential.
What You’ll Learn
Understand how money is created
Learn how to minimize unnecessary losses
Recognize how wealth transfers occur
Build disciplined money habits
Our Clear, Three-Step Process
Step 1: Clarity
We take time to understand where you are today — your protection, income, savings, investments, goals, and priorities. This is about gaining a clear picture of both your financial position and what truly matters most to you.
Step 2: Design
We design a protection-first foundation tailored to your goals — using term and whole life insurance where appropriate — and begin building your private family banking system for long-term stability and control.
Step 3: Strengthen
We stay alongside you for the long term — continuing education, refining your strategy, and helping you build disciplined money habits as your private banking system grows. This is not a one-time transaction. It’s an ongoing relationship built on clarity, discipline, and shared progress.
Protect Your Family
Take Control
Gain Clarity
A clear, no-pressure conversation focused on protection, control, and your family’s future.