Five Rings Financial-Jake and Amanda Germaine

Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works. At the cornerstone of our efforts lies a belief that in order to make your money work for you, you must understand the fundamentals of personal finance.

Alternatives to today’s volatile market create solutions that help you protect your hard-earned savings. If you’re looking to capture upside potential without risk, leverage your retirement and secure a family legacy, look no further than Five Rings Financial. We use “safe money” strategies to help you systematically prepare for retirement – and any unexpected financial challenges you may face later in life.

We remind all of our clients about the three hurdles obstructing the path between your financial starting point and your personal finish line: inflation, debt and taxes. These are the silent enemies to a secure financial future.

The good news is that overcoming these obstacles is possible – with the right assistance and planning. You can start the journey by putting some thought into the questions below.
◾Have your current financial practices been run through “The Funnel” to find hidden savings?
◾Would you like to know more about creating a “Tax-Free Retirement” and income for life?
◾How can a $5-a-day savings program impact your retirement?
◾Does your life insurance include “living benefits” and provide long-term care and disability protection all in one easy policy?
◾Would you like to learn more about a tax-deferred IRA alternative that doesn’t include contribution limits?
◾Can you afford to retire tomorrow? If not, when? How much will you need?

Given the recent economic turmoil and the instability of the markets, more and more Americans are looking for strategies and solutions that can provide them a guaranteed income for life in retirement and the kind of safety their families deserve. What’s more, they’re having to worry about the rising costs of health care and increasing longevity. Balancing all of these priorities may be challenging … but with the proper guidance, making sound financial decisions doesn’t have to be one of those challenges.

Jake and Amanda are here to assist you in accomplishing your personal and retirement goals. Our role is to educate you on the options available for meeting your financial objectives and assist you in making more informed decisions.

From finding strategies for creating an income you can’t outlive to building a legacy you can leave for your loved ones, we will provide you with solutions for managing risk and preparing for even those unforeseen obstacles that may lie ahead. We work with each individual, family and business in a one-on-one environment and develop personalized strategies for taking appropriate steps given your particular situation.

Let us help you eliminate the uncertainty and make the most of the nest egg you’ve worked so hard to build. Call us today at 319-521-5452 or 319-533-1680 to get started moving in the right financial direction. We can't wait to make a difference in your life!