At 5T Wealth
we help you
build your own telescope
We start by carefully listening to you and understanding your goals and aspirations. We will create a plan for you that can include all the features and benefits you need. Including:
- Retirement Planning
- Risk Management and Insurance
- Tax efficiency
- Estate issues
- Planning for children’s and grandchildren’s education
- Charitable giving
- Business succession
We firmly believe in working with your estate planning attorney, tax accountant and any other trusted advisors you value to make sure you have the best plan and that there is consistency, clarity and transparency for you, your family and all of your trusted advisors.
Contact Jeff Roush, our Financial Planner, who will be glad to respond to you directly.