When Do You Need a Will? When Do You Need a Will? Ready for Retirement? Ready for Retirement? Charitable Giving: Smart from the Heart Charitable Giving: Smart from the Heart
Agent Photo

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.

Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos arrow