1792 Alysheba Way, Suite 150, Lexington, KY 40509

859.216.2169
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Q5 Wealth

Q5 Wealth®: Your Comprehensive Wealth-Building Journey

We guide you through a structured and personalized approach to financial planning and investment management. Our services are built around five essential planning buckets:

  1. Retirement Planning
  2. Investment Management
  3. Tax Planning
  4. Insurance Planning
  5. Estate Planning

These five buckets form the foundation of your wealth journey to hone, manage, and optimize your situation!

Build your Q5 Wealth® by engaging both of our services:

  • Investment Management: Investment portfolios designed for your financial goals, and;
  • Financial Planning: Detailed, actionable plans addressing one or more of the five planning buckets.

Most clients begin with one or two buckets, such as retirement or tax planning, while simultaneously engaging our investment management services. Over time, we expand the relationship to include estate and insurance planning, culminating in a fully integrated Q5 Wealth® experience. This comprehensive service provides advice across all five buckets. Our team consists of CFP® professionals and our lead planner has a Master’s Degree in Personal Financial Planning with an Enrolled Agent status to provide tax advice. Our planners pride themselves on delivering clear, plain-English advice, making complex financial concepts easy to understand.

Why choose our services?

  • Comprehensive and Personalized: We tailor our services to your needs addressing your unique financial life.
  • Professional Guidance: Our team’s qualifications and experience can provide you with the confidence to make informed decisions.
  • Ease and Support: For those feeling overwhelmed, we act as your center of influence, handling the heavy lifting so you can focus on your goals.

Call to Action

Let us help you build your Q5 Wealth®. Whether you’re just starting with retirement or tax planning or ready to embrace the full Q5 Wealth® experience, we’re here to guide you every step of the way.

Call us today at 859.216.2169 to schedule or fill out our contact form for a No-Cost Meeting.