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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Read this overview to learn how financial advisors are compensated.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
Here’s a crash course on saving for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The market is as unpredictable as the weather. We’d love to help you prepare.