Planning Engagement Options

TYPES OF ENGAGEMENTS WITH FIVE PILLARS WEALTH

At Five Pillars Wealth, we take a comprehensive approach to wealth management. We create a financial plan that outlines the life you want to live, and we identify both insurance and investment strategies to help you accomplish your short- and long-term objectives. By considering each aspect of your financial world and how everything fits together, we create a balanced plan that helps you live your best life in every season.

Washington DC, USA in spring season at the tidal basin with Washington Monument at dawn.

Insurance Services

We offer tactical insurance reviews and solutions for the individual as well as for the business. Insurance products may include life insurance (both term and permanent), disability income insurance, buy/sell and key person coverages, executive compensation strategies, long term care, and annuity income plans.

Investment Services

We offer tactical investment management services for both qualified and non-qualified accounts for individuals, trusts, and businesses. These services may include cash management, vesting RSU reviews, tax-sensitive advisory accounts, retirement account rollovers and consolidation, multi-generational family investments, education accounts, 401(k) and other company retirement plans.

Strategic Financial Planning

We offer fee-based financial planning services including a comprehensive, in-depth analysis of your household or business. Deliverables include current and future net worth projections, cashflow analysis, risk analysis, retirement/exit stress testing, investment allocation and location road mapping, and legacy impact.

Fees are available upon request and are based on services required. For more information click here.