Your Mission – should you choose to accept…
Five Key Capital Management
I prefer blacks, grays, and whites in the color scheme. I want something simple but professional looking. Five Key is a nod to the five keys of a financial calculator that practitioners use to perform analysis for clients. It represents that we are professional financial planners with a strong technical background. We envision that eventually this could segue into a blog where we list five keys to being successful in a certain area, or all types of other ways of incorporating the Five Key theme.
We provide advisory services for our clients. Our services include investment management, estate planning, tax planning, insurance planning, and retirement planning. Our target client is age 30-50 and is still in the wealth accumulation phase of their life. Our clients are typically college educated, high income earners who appreciate professional advice. Many are first generation wealth builders who did not or do not stand to inherit great wealth from their families.
Yes
March 31, 2024 3:32 PM
closed 8 months ago