At A5 Financial we thoroughly review your financial situation so that we can create a coordinated strategy to build toward long term success. Advice given without insight into your situation can be more harmful than not receiving any advice at all. We encourage clients to share as much detail as they feel comfortable about their current situation and their goals.
Our comprehensive wealth planning begins by gathering data in the first meeting(s). During this process, we may suggest action items which could resolve issues and improve your immediate circumstances. After analyzing your situation and developing a comprehensive plan, we’ll recommend both on-the-spot and future adjustments for milestones in your life.
Planning is a dynamic process, which means some changes may have an immediate impact while others will be better to monitor over time. Your wealth isn’t merely an accumulation of value; the true value of your wealth is what it allows you to do. We strive to ensure that your journey is as streamlined as possible; so, you can focus on living your life now, because you’ve taken the steps to take care of your future.
Some of the ways we can provide assistance to you in the Wealth Management space include:
- Risk and Goal Based Model Portfolios
- Professional Money Management
- Exchange Traded Funds (ETFs) & Mutual Funds
- Common Stock & Preferred Securities
- Bonds (Gov’t, Corporate, Taxable & Tax-Exempt Munis)
- Fixed Investments including CDs