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Bridge the gap between uncertainty and retiring confidently

LIVE A FULFILLING RETIREMENT

Connect To The Future With Confidence

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.

bridge sundown

Financial planning is like building a bridge.

These are some of the constraints we analyze for you when planning:

Span - How much time do we have?

Load - What does funding your lifestyle look like?

Adaptability - How do we handle unexpected opportunities and misfortune?

Clearance – How much cash flow do you need, or legacy do you want?

Why Would You Save For the Future
And Simply Hope It Works?

You have too much riding on it

 

Here’s How We Help:

Choose

IS A FEE-BASED PLAN FOR YOU? IT'S DETAILED AND DOCUMENTS YOUR GOALS WITH A COMPREHENSIVE LOOK AT YOUR FINANCES.

Gather

WE SCHEDULE A MEETING TO LEARN ABOUT YOUR GOALS, DREAMS AND GATHER ALL YOUR FINANCIAL DATA.

Design

WE DESIGN AND PRESENT A PLAN BASED ON WHERE YOU'RE AT AND WHERE YOU WANT TO GO.

Implement

PUT THE STRATEGY INTO ACTION. YOU CAN PARTNER WITH US OR TAKE THE PLAN ELSEWHERE.

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.

Five Cities Financial Team

Our firm specializes in helping people who want to put themselves in a better position financially. The trouble is, many people have a hard time connecting their current situation to what their future goals are and how to get there.
We specialize in comprehensive fee-based planning, so people can bridge the financial gap between where they are today and where they want to be in the future.

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.

Five Cities Financial Partners

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)