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

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Social Security Taxes

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

View all videos arrow