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At 5F Financial, our goal is to help our clients achieve financial freedom while maintaining the lifestyle they have grown accustomed to living.
The first step is to learn about you, your current situation and your Wish List. A Wish List is the things you’d do or buy if money were no issue.
Once we have an idea of your needs and wants, we can move forward with creating a comprehensive overview of your finances to identify any areas of concern or weakness that should be addressed.
We’ll look at your monthly cash flow in and out of the household to better understand your expenses while looking for additional savings. We will provide solutions to help you save while keeping your bills current through proven services and products.
Part of this process is reviewing all your insurance coverages, including auto, home, personal liability, health, and life insurance, as well as any long-term care directives you may have. We want our clients to understand the importance of adequate coverage and the potential consequences of going with the state bare minimum.
We will talk about why Estate Planning is necessary, and what happens when you pass away without a Will or Trust. We can help you navigate the intricacies of planning your final wishes and assist with putting everything in place, so your heirs have one less thing to worry about when the time comes.
We’ll review the difference between Term and Whole Life Insurance and how each can be used as a tool to help you achieve your financial freedom.
We’ll demonstrate how your personalized financial solution, along with regular calibration meetings and a little discipline, can lead you to a future you’ve only dreamed of. You have nothing to lose and everything to gain – let’s schedule a meeting and get started TODAY!
At 5F Financial, we believe that Faith, Family, Fitness, and Finance are the four cornerstones of life. Being organized and disciplined in these areas leads to the fifth F: freedom. These values are a compass for all we do, personally and professionally.
We believe in something bigger than ourselves, which keeps us grounded. We know our time on earth is limited and should be about more than material things. Our faith keeps us humble and honest – we would rather suggest a strategy that earns us nothing but improves the client’s situation than make a profit. We want to create strategies that sit right with your conscience and allow you peace of mind.
Family is the most important thing in the world to us and our clients. They are the reason we get up and do what we do every day. We want to do what’s best for them and give them every opportunity, starting with making good financial decisions.
We recognize the importance of taking care of your mental and physical health to enjoy the benefits of all those years of hard work in the golden years of retirement.
If you do these things with some prioritizing and discipline, you will achieve Freedom ~ Freedom of Choice, Freedom of Finances, Freedom of Time, Freedom to create sovereignty and live the life you want.
Tell your family and friends about us after experiencing our fantastic work firsthand. We rely on word-of-mouth advertising to grow our business, and we're always happy to help.