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We offer comprehensive financial life planning.

Our mutual goal is to prudently manage your resources so you can live the life you want. So you can retire early, provide for educational needs, leave a legacy, support causes you care about, and, quite simply, enjoy a higher quality of life.

Our Services

Together, we will look at your finances, your life, and your goals from every angle and create a holistic, strategic plan to help you live the life you want at every stage in your life. Depending on your unique situation and needs, our Financial Planning services may include:

Cash Reserve Analysis

Cash Flow and Cash
Reserve Analysis

Debt Management

Debt Management

Tax Planning

Tax Planning

Insurance Planning

Insurance Planning

Investment Planning and Management

Investment Planning and Management

Retirement and Independence Planning

Retirement and Independence Planning

Estate Planning

Estate Planning

Business Financial Planning

Business Financial Planning

Giving Strategies

Charitable Giving Strategies

Coordinated Multidisciplinary Advice

Creating a comprehensive financial plan requires the input of multiple professionals, including CPAs, estate lawyers, tax specialists, and more. At 21:5 Advisors, we work with your team of financial specialists and managers who have the knowledge, skill, and objectivity to provide the coordinated advice you need to preserve, protect, and grow your wealth, and leave a legacy for future generations.

  • Spend Less Than You Earn

    “A wise man saves for the future, but the foolish man spends whatever he gets”
    - Proverbs 21:20 (LB)

  • Minimize The Use Of Debt

    “Just as the rich rule the poor, so the borrower is servant to the lender”
    - Proverbs 22:7 (LB)

  • Seek Wise Counsel

    “The way of a fool is right in his own eyes, but a wise man is he who listens to counsel”
    - Proverbs 12:15 (NAS)

  • Give Generously

    “Honor the Lord with your possessions and with the firstfruits of all your increase…”
    - Proverbs 3:9 (NKJV)

  • Plan For The Future

    “The plans of the diligent lead surely to plenty, but those of everyone who is hasty, surely to poverty”
    - Proverbs 21:5 (NKJV)

  • Invest Long-Term, Diversify, Do Not Speculate

    “Cast your bread upon the waters, for you will find it after many days. Give a serving to seven and also to eight, for you do not know what evil will be on the earth…He who observes the wind will not sow, and he who regards the clouds will not reap …In the morning sow your seed, and in the evening do not withhold your hand; for you do not know which will prosper, either this or that, or whether both alike will be good.”
    - Ecclesiastes 11:1,2,4&6 (NKJV)

  • Pass On A Living Legacy

    “A good man leaves an inheritance to his children’s children…”
    - Proverbs 13:22 (NKJV)

  • Set Your Estate In Order

    “Set your house in order, for you will die…”
    - 2 Kings 20:1 (NKJV)

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