THE 5 RETIREMENT RISKS

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Marc Roethel has worked in the financial services industry for over a decade, primarily assisting retirees, pre-retirees, and small business owners with comprehensive retirement and financial planning. As a graduate of the University of Utah, he is co-owner of 5 Wealth Management and also co-wrote the 2015 Amazon Best Seller “The 5 Money Myths”, which focuses on myths commonly circulated in our society that often lead people astray and derail them from a comfortable retirement. He has also been featured in Fortune, Businessweek, and Money magazines.

Marc takes his fiduciary responsibilities very seriously and takes care to ensure that any investments or products that he recommends align closely with the client’s needs and objectives and are part of a comprehensive financial plan. He believes strongly in always doing what is in the clients’ best interest and upholding the fiduciary standard. He has had the bittersweet opportunity of assisting a number of spouses and families to transition after the loss of loved ones, which has brought a great sense of gratification to his career and life.

Marc and the team at his firm help clients specifically in the areas of balanced tax planning, social security, pension maximization, risk management, and proper diversification. More importantly, Marc is determined to discover and understand each clients’ concerns, goals, dreams, and what they want to get out of retirement. Any and all planning is targeted to each unique situation. Everybody is different, and their financial plan should reflect that.

MARC ROETHEL

PRESIDENT

Ed Kinsey has worked in the financial services industry for over a decade. During this time, he has specialized in helping small business owners, retirees and pre-retirees create and execute comprehensive retirement plans. He finds personal fulfillment in helping individuals and couples nearing retirement understand and prepare for the challenges associated with planning a successful retirement.

As a licensed fiduciary, he is committed to the highest standard of care for his clients. He and his team at 5 Wealth Management are committed to helping their clients achieve their financial goals through a comprehensive planning process that entails risk and fee reduction, tactical planning, and independent product selection of strictly the highest caliber, all custom-designed to meet their clients’ needs.

As a graduate of Brigham Young University’s Marriott School of Business, he has been a featured advisor in Fortune, Businessweek and Money Magazines. He also co-authored the 2015 Amazon Best-Seller The 5 Money Myths, a guide to overcoming common myths that prevent successful retirement plans. These same principals are used in his team’s approach to a customized, successful planning experience that meets each individual’s desired outcome.

Ed Kinsey

MANAGING PARTNER

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.

FINRA is located at www.finra.org. SIPC is located at www.sipc.org.