and thank you for your interest in Five Talents Wealth Management. We want you to get to know us as a trusted advisor, and the following pages will introduce our firm to you. You will see how Five Talents came into being, the principles under which we operate, and how we can help you pursue your lifetime financial goals with confidence. Five Talents Wealth Management is a comprehensive financial consulting firm whose core values are based on our faith in God. Our mission is to lend support and direction to our clients by helping them define their life dreams and by prayerfully guiding them in investing well their time, talents, and treasures to accomplish their God-given purpose in this generation and those to come.
Choosing a financial planner may be one of the most important decisions you will ever make for yourself and your loved ones. Most people feel at a loss when it comes to making wise investment decisions, and we believe it is essential that this aspect of one’s finances be entrusted to experienced professionals. At Five Talents Wealth Management, we strongly believe in and adhere to the strict code of ethics and professional competence required to use the CERTIFIED FINANCIAL PLANNER™ marks. Notably, the CFP®
certification is the most highly regarded in the planning industry and is embraced by the planners in our office.
Because we are a small firm, we have the luxury of knowing each client personally, and this allows us to develop and maintain a trusted advisory relationship. Throughout all the years and even decades that we work together, we believe that our clients will never find another firm that cares more about their well-being. We understand that our clients entrust their financial future to us, and we accept that responsibility with humility and a deep sense of commitment.
We are glad you are taking a proactive interest in your financial future and legacy. We look forward to beginning your special journey toward financial peace.
President and Founder
Senior Financial Planner