Utilizing the 5 T’s to Successfully Manage Your Wealth
5T was founded by Paul and Meghan Krsek, to be the trusted primary advisor for individuals and families who are seeking long term financial security and wish to use their personal and financial resources to make their lives more meaningful for themselves, their families, and their community. Today 5T is comprised of a team that works with clients to try and fulfill that mission. Our evolution continues but our 5T’s have always remained true to who we are and what we do.
We’re dedicated to listening and understanding your needs, goals and aspirations, as well as your fears and reservations. We invest the time to make a long-term plan to support your objectives and build a meaningful relationship with you over a lifetime.
Temperament is critical to investment success, through life’s ups and downs. It’s easy to stay committed to achieving your life goals when everything is going well. Being even tempered enough and determined enough to manage through the tough times is the essential characteristic.
Supporting you in multiple facets of your life means using our expertise to address long-term financial and retirement planning, wealth and risk management, tax and estate planning, and more.
We’re empowered as wealth managers to use all the extraordinary tools available to us. This helps to ensure your client experience is seamless, your accounts are accessible, and our platforms are secure.
Our goal is to help you feel like a member of our family. This requires teamwork to be available to multiple generations of your family, should that be required. And, we act as a team to work with your key advisors including estate planning attorneys and CPAs.
You Can Expect A Truly High-Touch Experience
We strive to provide an environment in which our clients are well taken care of. This means applying the 5 T’s throughout our relationship and your financial experience.