Legacy Financial Wellness with Rita Stewart - Five Rings Financial

Legacy Financial Wellness with Rita Stewart - Five Rings Financial Partnering with you to provide knowledge and solutions for your Financial Legacy!

Options to Save and Protect your money as well as opportunity to Build Wealth and even Earn Income!

Dr. Hay’s story, legacy is one of the most profound I’ve come to know of an ordinary independent entrepreneur. He levera...
05/30/2026

Dr. Hay’s story, legacy is one of the most profound I’ve come to know of an ordinary independent entrepreneur.

He leveraged a solution to make an indelible impact for those he loves and one that sustained his business when he was no longer able to. Simply incredible!

I’m compeled to share Dr. Hay’s story again. I so appreciate and admire his forethought on behalf of his and his family’s future. I believe you will also.

Kevin Hay was a perfectly healthy man in his 40's, running a successful chiropractic practice and raising six kids with his wife, Shannon.

He started funding an IUL policy with Living Benefits as a means to plan for retirement. He had no way of knowing how profoundly that decision would impact his family for generations to come.

This business man’s story is profound. Take a look at his story on not only funding his business, but ultimately his legacy.
https://legacyfinancialwellness.com/kevin-hay

Does Kevin’s story inspire you?
Want to know more about how implementing this solution is possible? Connect with me.

05/23/2026

It’s an honor to serve my clients, and even better knowing that the industry partners that we are aligned with keep their promises.

Transforming lives, making legacy impact, one person, one family, business owner, and community at a time.

Let’s have a conversation to see how we can help you too.

Thank you Five Rings Financial-Mary Glynn Fisher for curating this incredible learning event.

A Princeton University study published in the journal Science found:"The cognitive deficit suffered by someone with fina...
05/01/2026

A Princeton University study published in the journal Science found:

"The cognitive deficit suffered by someone with financial problems can be the equivalent of a 13-point loss in IQ or the loss of an entire night's sleep"

"Financial stress monopolizes thinking, making other calculations slower and more difficult"

"Limits your decision-making ability, raising the risk of mistakes which lead to more debt"

That means you literally think slower and make bad decisions when you are stressed by finances.

I invite you to schedule a one to one chat with me about your financial goals here
https://calendly.com/ritastewart/30min
to help negate unnecassary financial stress. We need you thinking clearly!

you’re invited to join my private group http://bit.ly/JoinMoneyMattersandTea for chats and sharing over a cup of tea about finances and more!


“Women tend to be considerably less knowledgeable about personal finance than men, and that can put their economic secur...
05/01/2026

“Women tend to be considerably less knowledgeable about personal finance than men, and that can put their economic security at higher risk.

This gender gap in financial literacy exists not only in the United States but in many other developed countries as well, and it is found among people of all ages, education levels, and other socioeconomic characteristics.”
- Monthly Labor Review

You don’t know, what you don’t know.

Women tend to be more at risk financially because of their lack of knowledge as indicated. Another main reason is because they likely become caretakers; of their children, spouses, and aging parents. As a result, they forego years of earnings potential during their life span.

I know that’s been true for me personally. Do you know of woman in your circle with similar experiences?

There is an opportunity to break the cycle of financial illiteracy amongst women. It can start with open financial education forums as well as one to one conversations. You don’t have to wonder if you have a sufficient financial wellbeing for later in life, you want to know you do!

Will you join me in my quest to close the financial literacy gap amongst women in addition to enhancing the personal financial legacy of women?

Reach out to me for a one-to-one conversation. https://calendly.com/ritastewart/30min

~ Rita

I love coming alongside my clients! We all have a money story. Are you ready to change or enhance yours? Connect with me...
04/30/2026

I love coming alongside my clients!
We all have a money story. Are you ready to change or enhance yours?

Connect with me! https://calendly.com/ritastewart/30min

🟣🟢 Rita T. Stewart
Licensed Financial Representative | Executive Vice President
p: 804-677-7555
e: [email protected]
w: LegacyFinancialWellness.com
A Five Rings Financial Agency

That one person could be you.Most families don't plan for generational wealth because no one ever showed them how. That ...
04/29/2026

That one person could be you.

Most families don't plan for generational wealth because no one ever showed them how. That changes when someone steps up.

Will it be you?

#

04/22/2026

Retirement Wake Up Call - Listen, most people don’t realize they’re behind on retirement until they’re way behind. But here’s the truth — it’s not too late. If you want a retirement that feels secure — not stressful — let’s talk.

04/15/2026

Your Future Self will Thank
You!

04/13/2026

The Hidden Power of Life Insurance as a Wealth Tool Life insurance isn’t just protection — it can also be a powerful financial strategy. Cash value policies can help you grow tax‑advantaged savings, access funds for emergencies, and even supplement retirement income. If you’ve only thought of life insurance as a safety net, let me show you how it can also be a wealth‑building tool.

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