Elements 5 identifies financial planning opportunities so you can reach your highest wealth potential.
Our Services
Financial Planning
Investment Management
Equity Comp Analysis
How We Help Our Clients With Financial Planning
“In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”
—Theodore Roosevelt
Elements 5 Investment Management clients feel confident to do the right thing, because we educate and guide them through the financial planning process:
As a Fiduciary
By Considering the Costs
Using Advanced FinTech
Have a question? Call us now
908-421-1164
Drop us an email
info@elements5.us
We are open Mon-Fri
8:00 - 5:00
Our Process
-
Examine financial position
Aggregate all your financial accounts into one place. Your financial position calculates in real-time. -
Set Goals
Share what’s important to you. Your plan will reflect your values. -
Measure Progress
Planning is an ongoing dynamic process. As your needs change, we adjust your plan.
Get a Second Opinion About Your Financial Plan
Schedule a meeting with us for a second opinion on your investment strategy.
Quotes
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
Robert Kiyosaki
“P/E ratio – The percentage of investors wetting their pants as this market keeps crashing.”
Unknown
“Economists have correctly predicted nine of the last five recessions.”
Paul Samuelson
“20 years from now you will be more disappointed by the things you didn’t do than by the ones you did do.”
Mark Twain
“Don’t tell me what you value, show me your budget and I’ll tell you what you value.”
Joe Biden
“A goal without a plan is just a wish.”