Licensed Financial Representative/Agency Vice President
CurrentDo you have your financial plan in order? Are you ready to accumulate wealth? What will happen to your finances if you were to experience an unforeseen illness and are unable to work, or if you were to die too soon? Do you ever worry that you'll outlive your retirement savings? At Five Rings Financial, we take an education-based approach to helping middle Americans protect and grow their income while building a safe, reliable savings and retirement. We are committed to educating our clients on how money works so they can make the right decisions. The key areas that I focus on are:• Life Insurance with Living Benefits• Tax-Free Retirement Planning• Retirement Savings Preservation and Accumulation• Lifestyle Protection and Income for Life• College Savings Plans• Mortgage Protection • Business Preservation• Distribution and Legacy PlanningMONEY 101 WORKSHOPMoney 101 is an online educational workshop for those seeking to learn the principles of how money works, the things we didn’t learn in school. Learn how to grow and protect your money for college funding, retirement planning, business preservation, or simply wealth accumulation with money you never knew you had while enjoying friendly company.WINE, WOMEN, & WEALTHOur vision is to educate and encourage all women, while guiding them to financial success through education, support, and mentoring. We are building a community of women who desire to expand their knowledge about money and building wealth. Wine, Women & Wealth is a combination of networking, girls' night in via Zoom, financial education, and of course wine tasting, (optional). I’d be happy to speak with your group, you host, I’ll present!https://www.ritastewart.com/legacyfinancialwellness