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Our Process

Our Process

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Good planning and hard work lead to prosperity.

Good planning and hard work lead to prosperity.

At 21:5 Wealth Management, your goals become our goals. We partner with you to not only help you reach your financial goals, but help you reach them in ways that align with your values, help you feel fulfilled, and promote self-satisfaction.


Read more below about how we lead you through a comprehensive process to create a diligent plan for your future!

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A Client-Centered Approach<br/>

A Client-Centered Approach

Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. No one is perfect and we don’t expect you to be either. We strive to create an open, nonjudgmental space where you can share your concerns and worries without feeling embarrassed or less than you’re worth.

  • Individuals and Families

    Whether you have sat down and written a financial plan or not, you have probably started your own planning. You may have purchased life insurance, contributed to a retirement plan, or saved money for college; these are all pieces of a financial plan. We can help you see how each these pieces work together for your future.

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  • Small Business and Corporations

    Are you trying to develop a benefit package to attract and retain good talent or looking for ways to maximize your own retirement? We can design customized solutions to help.

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  • Non-Profits

    Are you concerned with the legal responsibilities that lie with you as a board member or person-in-charge of a Non-profit organization? We can help make sure your organization has the proper policies and procedures in place.

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Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

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New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023

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Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

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Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

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Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

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Saving for College 101

Saving for College 101

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What is most important to you?

We are focused on helping you achieve your objectives through ongoing advice and guidance. A sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line feeling empowered!

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."