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wade borthWade Borth, RFC, LUTCF
Wealth Strategist

I grew up on a farm in Central North Dakota where I learned the benefits of long term planning, safety of assets and hard work. I graduated from Jamestown College with a Bachelor of Arts degree in Mathematics and Economics and currently serve on the Alumni Board of Directors.

I have come a long way since growing up on a farm. I now have over 25 years of experience in the financial services industry. I am a qualifying member of the Million Dollar Round Table, a member of the National Association of Insurance and Financial Advisors and former president of our legal association.

I have learned there is more money to be made by avoiding losses than by trying to increase a rate of return. I actively utilize the privatized banking processes, through the use of cash values of my life insurance policies, in both my personal and professional life. I learned about the Infinite Banking concept over 10 years ago after personally meeting with Nelson Nash.

I believe helping clients realize the process of how we use our money must come first before we can recommend any product and if we provide the client with the proper education, they will be able to make the correct decisions when it comes to their finances.

I have a passion for teaching people how to maximize cash flow, plan for retirement and accumulate wealth that can be passed on to multiple generations.

I still reside in North Dakota with my wife Lynette and our 10-year-old son, Joshua. Some of my hobbies include coaching Joshua’s basketball and football teams, officiating high school football, leading Joshua’s cub scout troop and going on camping and fishing trips.

Favorite books:

  • Rich Dad Series by Robert Kiyosaki
  • Start with Why by Simon Sinek
  • Financial Peace of Mind by Dwayne Burnell

Favorite quote:

“You cannot live a perfect day without doing something for someone who cannot repay you.” – John Wooden

This website is provided for informational purposes only. The information contained herein should not be construed as the provision of personalized investment advice. Information contained herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security or investment. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future.