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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding how capital gains are taxed may help you refine your investment strategies.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
One way to find money is to examine your current spending habits and eliminate money wasters.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.