5 Wealth Management
No matter where you are in life, your financial future is our
highest priority. Our financial planning process is customized
to each client’s goals, needs, and timeline so you get the
support you deserve.
5 Wealth Retirement is here to help you manage your finances so you can pursue your ultimate goals.
Financial Planning
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
Insurance Services
Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
Estate Planning
Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
Individual Planning
Retirement Planning
At 5 Wealth Management we take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- What will happen to your assets when it’s time for you to pass on.
Business Planning
Have You Ever Wondered…
- Am I making the most out of my 401(k)?
- Am I fully covered or over covered on my insurance policies?
- Am I on track with my financial goals for retirement and savings?
- What is my alternative when the stock Market goes negative?
- What will happen to my loved ones/estate/personal items if I am no longer able to manage/provide/care for them?
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
403B / TSA Plans
Annuities
Alternative Investment Options
Asset Protection
CD Alternatives
College Funding
Fixed Indexed Annuities
Guaranteed Income
Income Planning
Investment Planning
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
IRA Legacy Planning
Legacy Planning
LifeLock
Lifetime Income Planning
“Living” Your Legacy Retirement and Legacy Planning
Stock Market Protection Planning
Tax Depletion Techniques
Wealth Planning
Wills, Trusts, Estates
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Asset Protection Strategies
Business Continuation, Buy/Sell Agreements
Business Owner Retirement Solutions
Business Succession Planning
Executive Benefit Packages
Indexed Universal Life Insurance
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Portfolio Management
Probate
Retirement Income Planning
Retirement Income Strategies
Safe Money Options
Social Security
Tax-Efficient Strategies
Tax Planning
GIVE
Provide for the people and causes you care about the most.
HOW?
Business Owner Retirement Solutions
Charitable Giving
College Funding
Deferred Income Annuity
Estate Planning
Immediate Annuity
Life Insurance
Living Benefits Insurance
Long Term Care Insurance
Qualified and Non-qualified deferred Compensation
Tax Advisory
Tax Reduction Strategies
Wealth Management
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
