Bridge The Financial Gap Between Where You Are Today And Where You Want To Be
A bridge connects two different land masses while crossing or overcoming an obstacle. However, when you consider what it takes to bring those two landmasses together, there is so much to consider. You must account for several constraints like the span of the bridge, what load does it need to carry, what’s it crossing, the two points being connected, how we build it, adaptability for years to come, and the amount of clearance needed below it.
A Strategy To Give You Stability
High-performing businesses utilize a CFO to implement a strategy to use income, savings, and other financial tools to reach their goals. As a high-performing individual, you should have a similar approach. When looking for the stability of a financial strategy, you should partner with a financial team that will help you prioritize your goals, run an in-depth and comprehensive financial analysis, and then creates an individualized action plan to achieve those goals.
Most People Have Advisors Focusing Only On Accumulating Assets
Bridges are not constructed based on only one fundamental factor. They can’t afford to be given their importance. When planning, you should partner with an expert financial team that will consider all factors. One that will help you prioritize your goals, run an in-depth and comprehensive analysis against all conditions, and then create an individualized strategy to put you in the best possible position.
Stability To Withstand The Test of Time
You deserve to work with a team that will guide you now and long into the future. We are a multigenerational firm that is designed to make sure your plan stays on track with people there every step of the way to help you and your family.
At Five Cities Financial, we help people bridge the financial gap between where you are today and where you want to be, so you have the confidence to move forward on your journey.
Recognized by Forbes as Best in State Wealth Advisors
Jim Houghton and David Kreiter have been recognized as Best In State Wealth Advisors by Forbes.
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
For Five Cities Financial, their style of planning and guidance reflects what has made them success for more than 25 years:
- Be persistent. Stay consistent. Follow-through.
- Take action and keep moving forward
- Treat every person with the importance they deserve
- Tell people what they need to hear
- Continuous learning
The clients who typically respond to this style of planning often fall into one of the following demographics:
- $1 Million or more of investable assets
- Household income in-excess of $250,000
- Owners or executives of established businesses
- Experience a shift in day-to-day life (divorce, loss of a loved one, marriage, business sale, transition to retirement)