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Five Rings Financial

10268 W. Centennial Road Suite 302, Littleton, CO 80127

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Listing Details

We all have dreams. Each of us wants to reach our goals, appreciate all of life’s gifts and enjoy the journey along the way. At Five Rings Financial, our specialty is turning aspirations into achievements.

With a commitment to educating Middle Americans about market alternatives, we pride ourselves on helping you make sound financial decisions. We’ll tailor a plan around your specific goals to create the peace of mind you deserve.

Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, we can help you create and enjoy the retirement of your dreams.

With a commitment to educating Middle Americans about market alternatives, we pride ourselves on helping you make sound financial decisions. We’ll tailor a plan around your specific goals to create the peace of mind you deserve.

Services

Our team of associates and financial professionals are available to assist you in accomplishing your personal and retirement goals. Their role is to educate you on the options available for meeting your financial objectives and assist you in making more informed decisions.

ANNUITIES

  • Many consumers today are primarily concerned with having enough to last in retirement. Today’s annuities offer an array of features and benefits that can generate an income you can’t outlive, provide a legacy for loved ones and even help you take care of long-term care expenses should that need arise.

401K

  • Changing jobs? Or looking to take a closer look at your retirement finances? Whether you’re looking to maximize the benefits of a 401(k) plan or consider all of your rollover options, we are here to make it happen. Our expertise and decades of experience can provide comprehensive and rewarding solutions.

LIFE INSURANCE

  • You care about your loved ones and want to make sure they’re protected at all times … whether you’re here or not. Are you underinsured – or not insured at all? Is your current policy meeting all of your legacy and accumulation needs? We’ll work to create the type of confidence in your coverage that you and your family deserve.

Gallery

reviews

Kailey BrennanKailey Brennan

Douglas Hermann is the go-to guy for understanding the ins-and-outs of living benefits. His expertise in this area is unmatched, and he's passionate about making sure his clients are very well taken care of. Highly recommend.

Melissa TimbermanMelissa Timberman

I am excited to work with Kristen!

Kristen has put so much time and energy into creating a brilliant financial plan for me and my family, which is completely tailored to our needs and goals. I am *sure* we are not her biggest clients, but she's treating us like family.

Last night, as I was thinking about our next steps, I realized that this is the first time in my life I was *excited* about my financial plan and my financial advisor. That's the best possible compliment and review I could ever think of.

Thanks!

Justin DomagataJustin Domagata

You want to save money and keep it... these are your the guys. Not pushy at all, they don’t have to be because there truly interested in helping you reach your financial goals and that takes time. They know this, and they want you to feel as confident as they do going in. So ask questions, don’t move forward till you feel comfortable... that’s my number one suggestion, because I was a skeptic going in too.

A family member and I have recently become clients and they truly are the best. They changed my brothers mind from a skeptic to a believer in one meeting... and he had no intention to invest the 1st time we met. Took a few meetings, we asked a million questions. If you want to have money for retirement down the road, save money for kids college, invest in your self for the future... this is the plan and company to go to. It’s a straight up investment account, no weird stuff... they just have a very unique strategy that has minimal risk.

Great ROI too!

Thanks Five Rings and Sheldon

David WhistlerDavid Whistler

Absolutely impressed with the quality of training and passion each person I've met at 5 rings provides to all of their customers. Brett Zachman is an incredibly passionate man always focused on improving the lives of his clients. Definitely recommend them and their offerings.

Shayx FearShayx Fear

Brought it down to terms I could easily understand and made me feel like an expert myself

Alicia G.Alicia G.

Agent? kept saying that 'we don't get paid by you' as a sales tactic...however they do get paid when they get you to buy a product from a company they...

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