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Live the Retirement You’ve Always Dreamed About!
Schedule a Meeting With Marc Roethel or Ed Kinsey or Call 801-558-1358
Welcome to 5 Wealth Management
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We’ll Plan for the Whole Journey, Together.
5 Wealth Management is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.
TIME TESTED MONEY PRINCIPLES FOR A RETIREMENT YOU CAN BANK ON
The 5 Money Myths
MYTH #1: YOU WILL GET AROUND TO SAVING LATER
THE TRUTH: Parkingson’s Law rules, so we have to play the money game backwards by paying ourselves first and spending with a purpose. This means you must start saving, in the correct savings vehicle, as soon as you can!
MYTH #2: WE SHOULD WEATHER THE UPS AND DOWNS OF THE Market.
THE TRUTH: We need to understand the impact of loss to our investment accounts, we need to understand the Money Value of Time™ and we need to follow Warren Buffet’s number one rule of investing – “Never lose money”.
MYTH #3: WE SHOULD PAY FOR EVERYTHING WITH CASH.
THE TRUTH: Banks and large corporations have had this figured out for years. We need to learn how to bank on ourselves and win the interest game by earning rather than losing interest on all of our large purchases. For the majority of us the opportunity cost of not doing so is in the $100,000’s over our lifetimes.
MYTH #4: DEFER TAXES EVERY CHANCE YOU GET.
THE TRUTH: Sometimes it makes more sense to pay taxes now. We don’t know where taxes are going to be in the future, and we need at least one tax-free savings plan to mitigate this uncertainty.
MYTH #5: ONLY THE WEALTHY CAN ACHIEVE ALL OF THIS.
THE TRUTH: These tools are available for all of us to use. There are indexing options that will give you great returns and protect you from losses, allow you to bank on yourself and be part of the 7% of people who will have a financially independent life.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions