About Us
At Five Rings Financial, we take an education-based approach to helping people save, grow, and protect their money. Specializing in financial literacy, life insurance with Living Benefits, retirement planning, college funding, and wealth accumulation, we offer a no-pressure, education-first approach. When attending one of our in-person events, there are no sticky name tags to wear and no sales pitches, just pure learning, growth, and connections.
The products and services we offer
Recommendations Received (14)
"Dee's passion for people and her experience in financial services provide a space to learn and..."
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"Dee's passion for people and her experience in financial services provide a space to learn and secure your money. Providing peace of mind. "
"Dee has a heart š for helping others no matter where they fit into her circle of influence. Iām..."
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"Dee has a heart š for helping others no matter where they fit into her circle of influence. Iām proud to call her friend and business partner."
Products & Services
When you need to count on expertise, we're here to help. Five Rings Financial offers free consultations to clients. Let us be your first call, with...
It's never too early or too late to improve your knowledge on the basics of how money works. Five Rings Financial offers financial literacy worksho...
Recommendations Given (22)
"Mary is a caring and devoted professional who is committed to providing the best service for her..."
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"Mary is a caring and devoted professional who is committed to providing the best service for her clients. She educates them first and takes the time to listen to their concerns. "
"Shawn is very professional and fully dedicated to educating and providing great service to her..."
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"Shawn is very professional and fully dedicated to educating and providing great service to her clients. She takes the time to fully understand their needs/wants and makes great recommendations. "
Recent Activity
Before the pandemic started I was conducting some of my client meetings via Zoom because of their location. Now, all of our events and client meetings are done via Zoom. It allows me to reach more people now because there are no location barriers.
(more)
Before the pandemic started I was conducting some of my client meetings via Zoom because of their location. Now, all of our events and client meetings are done via Zoom. It allows me to reach more people now because there are no location barriers.
An education-based approach to assisting clients with their finances in a relaxed, no-pressure atmosphere.
(more)
An education-based approach to assisting clients with their finances in a relaxed, no-pressure atmosphere.
