Work toward building the financial future you want for your business
There's no one-size-fits-all investment plan; your situation, goals, and needs are unique. At Salem Five, we start by asking questions and listening to you in an effort to fully understand your investment needs. At Salem Five, you’ll work with a dedicated advisor who you’ll work with one on one. This professional guidance can empower you to make informed financial decisions for you and your business.
Maybe you plan to fish all day, sleep ‘til noon, travel the world, or one of myriad other retirement activities. But that kind of retirement planning can only come to fruition if you start investing and getting organized.
Financial Planning
Build a financial plan that fits your relaxation plan
- Determine your investment style and financial personality
- Understand the risk-security balance and how it affects your return
- Craft a plan to achieve your long-term goals and retirement dreams
Planning for your child’s education is a critical investment in the future—but with over 50 different forms of federal 529 college savings plans, it’s hard to know where to begin. Our experienced investment advisors can help you.
College Savings Plans
Navigate your way through college savings plans
- State and federal tax advantages
- Contribution limits and flexibility
- Investment options, fees, and expenses
Planning for the distribution and management of your estate after you’re gone is about comfort—both for you and for your family and heirs. Avoiding mistakes and pitfalls now can help relieve stress on your loved ones later.
Preparing Your Estate
Prepare your estate for your heirs
- Create a will and designate beneficiaries
- Strategize to work toward reducing your estate’s tax liability
- Plan how your estate can avoid probate
Risk management is a crucial element of wealth planning, designed to protect and grow a client’s assets while navigating potential uncertainties.
Mitigating Financial Risks
Proactively plan with risks in mind
- Diversification of portfolios
- Asset allocation
- Manage exposure
- Enhance financial resilience
Meet the Team
We believe in a team approach to financial planning. Our team averages over 20 years of industry experience and includes multiple Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA®), and a Certified Trust and Fiduciary Advisor (CTFA®). Our dedicated team manages 1 billion in assets for our clients using a comprehensive financial planning approach.
Do you have questions or need more information?
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.