| OUR PRODUCTS SERVICES |
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| Types of financial services at V5 financial planners |
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| Types of financial services at V5 financial planners |
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| V5 Financial offers personalized financial planning relationships, along with an impressive range of quality products and additional services to meet your needs. |
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| Financial planning services — our primary focus |
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| V5 Financial provides financial planning services built around our unique 5 V approach. In other words, your plan will be inspired by what you really want out of life — the most effective starting point of all. |
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| As part of our collaborative, ongoing financial planning process, an V5 advisor will work with you one-to-one to define your dreams, develop a plan to help you achieve them, and help you track your progress along the way. An advisor will also help you adjust your plan whenever necessary (life is full of surprises, after all). |
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| Investment advisory services — a wealth of information |
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| Our financial advisors provide analysis, research and investment recommendations to V5 clients, and execute investment transactions. An advisor may also help you create a personal portfolio through managed accounts or suggest asset-allocation strategies based on your financial objectives and goals. |
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| PMS services — streamlined transactions |
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| Want to buy and sell your own mutual funds ? Talk to an V5 financial advisor about how we can help you execute transactions efficiently with competitive brokerage fees. We offer the option to do online approval to complete transaction for you. As well as you can track your investment on day to day basis. |
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| Learn what an V5 financial advisor can do for you |
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| Your financial plan is about more than just money — it's about you and your dreams. That's why, at V5 Financial, we take an ongoing, relationship-based approach to financial planning. |
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| A personal V5 financial advisor can collaborate with you to help you identify your dreams, create a plan tailored to those dreams, and track your progress along the way. |
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| Fees |
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| Everyone's dreams, needs and financial situations are different. The level of financial planning services and related products you may need from V5 Financial will also be unique and will have a direct bearing on your fees. |
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| Your initial meeting is complimentary |
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| Your initial consultation with an V5 financial advisor is at no cost or obligation to you. Although the initial consultation will not include a written plan or recommendations, the advisor will answer your questions about initial and ongoing costs and fees and let you know what you can expect to receive. |
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| Getting Started withV5 |
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| Whether you are considering financial planning, looking for an advisor in your community, or preparing for your first meeting, we do our best to make sure you're comfortable throughout the process. |
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| Client Resources |
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| At V5 Financial, we value your time. We offer convenient online access to your financial accounts so you can manage your finances, even invest anytime, anywhere you choose. |
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| You'll get direct, secure online access to your financial account information so you can view your assets, communicate with your advisor, track your portfolio and transfer money. |
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| As a client, you can enjoy a variety of unique benefits and may qualify for extra rewards as part of the V5 Achiever Circle. |
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