Schedule a Meeting With Marc Roethel or Ed Kinsey or Call 801-558-1358
Farmington, Utah
991 Shepard Lane, Suite #110 Farmington, UT 84025
801-558-1358
info@5MoneyMyths.com
We’ll Plan for the Whole Journey, Together.
The 5 Wealth Management Way 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
Find a 5 Wealth Management Location
The place to build your future is right down the road.
Farmington, Utah
991 Shepard Lane, Suite #110
Farmington, UT 84025
801-558-1358
info@5MoneyMyths.com
Lehi, Utah
2135 W. Main Street, Suite B303
Lehi, UT 84043
801-558-1358
info@5MoneyMyths.com