The Bible tells us when David battled Goliath; he had great skill, a greater purpose, and five smooth stones. It took only one shot from his sling to defeat Goliath, however, even with his unwavering faith, David was prepared to miss.
At Five Stones Wealth Management, we feel our clients should approach their financial lives in the same fashion – encounter life’s financial battles with great skill, great purpose, and more than one stone.
Perhaps even more important, David did not fight his battle alone, neither should you.
Five Stones Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help protect and plan your wealth by delivering an unparalleled level of communication, experience and personalized purpose.
Our goal is to help bring perspective back to your wealth planning, faith and trust to your investments, and return significance to your savings. We want to restore purpose to your portfolio.
If you would like to renew your Wealth Management strategy and establish confidence in your investments, and the greater purpose to your portfolio, then we invite you to explore our website or come in for a visit.
Should you have any questions or would like more information on our firm, please feel free to email us or call us at 469-579-4555. We look forward to hearing from you.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Your credit score may influence how much you pay for auto and home insurance.
One of the most common questions people ask about Social Security is when they should start taking benefits.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
For homeowners who think their property taxes are too high, there are ways to appeal.
What can be learned from the savings rate?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a crash course on saving for college.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.
What are your options for investing in emerging markets?