Five Rings Financial, headquartered in Littleton, Colorado and active in all 49 U.S. states, is a full-service financial education and brokerage firm dedicated to helping middle-American households make informed decisions about their money
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Mission & Philosophy
At our core, we aim to empower clients by teaching them how money works, believing that education is more powerful than prescriptive financial advice. For over 40 years, we've guided over 800,000 households to “refinance their finances,” unearth hidden savings, and build strategies that deliver guaranteed growth and wealth preservation—typically yielding 6–7% annually—while protecting against loss
Comprehensive Services
Stress‑Free Finances – Personal consultations and a free financial workbook to lower financial anxiety and create clarity in an unpredictable market
Secure Retirement – Build income streams designed to last your lifetime, including 401(k)/IRA rollovers and tax-advantaged retirement solutions
Wealth Preservation – Strategies to shield and grow your assets over time, keeping wealth intact for the long haul
Estate Planning – Planning tools to safeguard your legacy and ensure your wishes are carried out
Living Benefits Network – Life insurance that pays you not just at death, but also when facing illness or injury
Tax‑Free Accounts – Expert guidance on tax-efficient growth vehicles to maximize your earnings after taxes
Educational Workshops & Community
Offering their trademarked “Wine, Women & Wealth” workshops, Five Rings promotes female empowerment in finance—an initiative where 65% of associates are women. Other programming includes “Money Education” sessions aimed at increasing financial literacy and community building
Qualifications & Client Promise
We welcome professionals with backgrounds in customer service or sales who bring empathy, excellent communication, and a teamwork mindset. With intellectual humility, we partner with clients to create tailored solutions that deliver confidence and financial security.
Track Record & Reach
Nearly half a million couples and individuals served across 49 states.
Over 40 years of trusted financial education and strategic planning experience.
National recognition for the fastest growth in independent financial services
