Salem Five Financial


Work toward building the financial future you want

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. Only then can our professional guidance empower you to make informed financial decisions. And, because we don't sell proprietary products, our independent advisors have a singular focus on your needs.

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Retirement Planning

Build a financial plan that fits your relaxation plan

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 also do the other kind: investing and getting organized for your future financial comfort. Work with our experienced advisors to:

  • 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

Education Planning

Navigate your way through college savings plans

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 choose the right plan by sorting through the many considerations, including:

  • State and federal tax advantages
  • Contribution limits and flexibility
  • Investment options, fees, and expenses

Estate Planning

Prepare your estate for your heirs

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. By working with our financial advisors, you can help set the stage for settling your estate, with ease.

  • Create a will and designate beneficiaries
  • Strategize to work toward reducing your estate’s tax liability
  • Plan how your estate can avoid probate

Life Insurance

Work toward ensuring your loved ones’ financial future

The future is full of unexpected twists and turns, so it’s nice to know there are some things we can rely on. Life insurance seeks to provide your family with confidence to pursue a secure financial future and seeks to protect the legacy you’ve built. Our professional financial advisors will listen to your needs and hopes, then help you select the life insurance coverage that’s right for you and your loved ones.

  • Unravel and understand the differences between various types of policies
  • Determine your goals and your family’s future needs
  • Add products as necessary, such as long-term care or disability

Check the background of investment professionals associated with this site on FINRA's BrokerCheck »



Securities and financial planning offered through LPL a registered investment advisor. Member FINRA/SIPC. Insurance products offered through SBLI and LPL Financial or its licensed affiliates. The LPL Financial Registered Life Representatives associated with this site may discuss/transact securities business with residents of: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA.

Investment & Insurance Products Are:

Not FDIC Insured Not Bank Guaranteed May Lose Value Not a Deposit Not Insured by any Federal Government Agency