| ABOUT US |
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| Is V5 Financial right for you? |
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| Working withV5 |
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| What makes us, us |
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| Your advisor will talk with you to understand your needs and goals. Together, you'll create a personal plan that addresses savings, investments, insurance and tax strategies to help you reach your goals. |
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| At V5, we believe every dream is personal and deserves a personal plan. |
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| A unique approach to financial planning |
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| Building a house. Starting your own business. Sending your children to college. Retiring. If you have dreams, V5 Financial has a way to help you make them happen — our unique and collaborative 5 V approach to financial planning. |
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| Is V5 Financial right for you? |
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| More people come to V5 Financial for financial planning. These individuals see a direct relationship between their dreams and planning, and they share some very similar characteristics. See if this sounds like you. |
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| You're ready to take charge of your future |
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| New clients often tell us, "I'm tired of putting off my financial goals." They're ready to start moving forward, taking steps toward reaching their dreams. And that's encouraging. |
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| You're open to exploring the benefits of an ongoing working relationship with an advisor |
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| A financial plan isn't just about crunching numbers. It means working with a professional who can help you plan for your financial goals over a lifetime, and follow your progress. |
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| An advisor examines your financial picture to understand where you are, and where you want to go, before working with you on a plan |
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| Our unique 5 V approach to financial planning looks beyond the numbers to get a clear understanding of your financial needs, goals and dreams. |
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| You feel fairly confident about your financial decisions, but sometimes you'd like a second opinion |
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| You've done some research on finances, investments and insurance and understand that it's important to have a financial plan. But having someone to occasionally help you evaluate information or recommend specific products would raise your comfort level. |
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| You want to protect what you have today and build your wealth for tomorrow |
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| An effective financial plan takes a 360-degree look at your financial picture. V5 Financial takes a holistic view of your financial situation — how you're saving, spending, investing and protecting what you have — and offers a full range of options to suit your needs, including investment options, insurance products and banking products. |
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| True financial planning |
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| V5 Financial focuses on true financial planning |
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| Few people understand what true financial planning really means. Many assume they have a financial plan when they contribute to a investment plan or when they obtain investment advice or portfolio management services. But none of these is true financial planning. |
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| So what is true financial planning? |
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| Financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed. |
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| This is what be believe in True financial planning. |
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| What many people think it is |
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| About investments and pie charts |
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| Once and done |
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| Only about the bottom line |
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| Begins with numbers |
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| Based on transactions |
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| What true financial planning really is |
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| About the big picture |
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| Ongoing — your life changes so your plan should too |
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| About dreams, confidence and freedom |
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| Begins with your dreams, then the numbers |
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| Based on a long-term, one-to-one relationship with an advisor |
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| Consider your financial needs |
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| Financial planning at V5 Financial |
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| If you've used a financial planner in the past, it may have gone something like this – you filled out a questionnaire, you received some generic advice and, if you had investments, someone "reallocated your assets." |
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| V5 offers an ongoing and personalized approach to financial planning that's custom-tailored to each individual client's life and dreams. |
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| At V5, financial planning starts with your dreams |
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| Your advisor helps you define your dreams, craft a realistic plan to achieve it and stay on track toward your goal, whether it's a new home, college for the kids, retirement or something equally important. That's our approach to financial planning – an ongoing, personalized process that keeps you focused on your objective. |
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| Consider the following to decide if financial planning could work for you: |
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Would you like some financial guidance to complement your own know-how? Are you hands-on with your finances? |
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No matter your style, an V5 financial advisor can provide the level of guidance you prefer. |
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Have you set financial goals? If so, do you think you can achieve them? |
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A financial plan is the foundation of an ongoing, collaborative relationship that begins with helping you identify and plan for your goals and keep you on track to meet them. |
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Do you feel prepared for future life events such as marriage, a new home, college for your children, starting a business, retirement? |
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An advisor will stay closely involved with your financial progress, meeting with you periodically to review progress and discuss developments in your life – updating your plan as needed. |
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