Bridge the gap between uncertainty and retiring confidently
MOVE FROM FINANCIAL UNCERTAINTY TO ENDURING CONFIDENCE
A bridge connects two different places 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’s it carrying, 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.
Planning for retirement is like building a bridge.
We believe when building a financial plan, you must consider comparable constraints:
- When do you want to retire?
- What lifestyle to you want to live now, and in retirement?
- How do we account for health, volatile markets, inflation and changing tax codes?
- What do you want to leave as a legacy?
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 Advisors Focus On Helping People Accumulate Assets, But Few Discuss How To Live Off Them Once You Retire.
People can be hesitant or misinformed when it comes to taking the next step financially, especially retirement. A sound retirement strategy is critical and having a financial plan in place allows you to comfortably retire because you’re confident in your plan. You’re confident to take the next step—to move forward.
At Five Cities Financial, we help people build a bridge to retirement from their working years, so they have the confidence to move forward on their 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)