Legacy Financial Wellness with Rita Stewart - Five Rings Financial

06/17/2026

Vision expanded! 💡

I’ve spent the last few days attending the CPA Symposium in the ATL hosted by Alliance Group and National Life Group.

As a financial consultant and insurance producer it’s clear to me that collaborating with CPAs and other financial professionals allows for the opportunity to serve my clients even better.

It’s a win win for clients, an opportunity for tax professionals and accountants to expand their client offerings and much more.

I love being in the room full of world class speakers, phenomenal business leaders, and business partners. Simply incredible!

If this is intriguing to you and you’d like to learn more about what’s possible. Let’s have tea or coffee. Reach out to me. Soon! 😉

06/15/2026

Each month I gather with a group of women to discuss money. It’s refreshing, engaging, empowering, also raw. Many of the ladies make the decision to draw a line in the sand. They choose to next level their financial position.

Discussing money and financial wellness should not be taboo, it simply can’t be. The stigma or shame, from financial trauma or distress can be healed. One step at a time, and likely sooner than many realize. It can start by taking time to learn more about money, no matter what your financial position is right now. Decide to elevate!

Sharing what one knows intellectually and from personal experience if so led, can help not only you, but someone else on the journey to wholeness, to freedom.

Join me one to one or at one of my next gathering of women in community as we seek to support each other with financial stability, wellness, and ultimately wealth.

Will you? Details below or
Reach out to me!

06/11/2026

When the market is up, is this an opportunity to consider rebalancing your portfolio? 🤔

The wonderful ebbs and flow of the stock market. A love and hate sc...

06/10/2026

There are a few misconceptions about this financial solution, so listen to this. I’m here to help!

Demystifying AnnuitiesMany are misinformed about this financial s...

06/07/2026

You or loved ones should not have to wonder or worry, take the time to position yourself well…

Reach out to me. I can help you with this.

Today would have been your birthday, Steve. We think of you all the...

06/05/2026

Pssst!!!!
Have you reached the birthday milestone of 59 1/2? If so, do you know that you can access funds in your retirement savings accounts now? Yep! TSP, 401k, 403, VRS.

Hear me out, this would not be for frivolous use, your next car, or other major purchurse.

I’m talking about for something better, I’m talking about for the ability to position yourself to have guaranteed income for the rest of your life!

Listen, On average, when you attempt to manage your retirement accounts independently, they last about 7 years, that’s it! We’re talking about 20+ years of retirement and risking your funds running out in 7 years!

No!

Let’s have a conversation about what’s possible to ensure gauranteed life long income for you and putting a plan in place to do that now! No fee, no obligation, just a chat!

06/05/2026

—it’s the perfect time to revisit one of the most versatile tools that can be used when planning for retirement: the annuity.

Listen, it’s never too soon or too late.

By understanding how annuities work and the benefits such as tax-deferred growth and the potential for lifetime income, you can position yourself very well financially.
Let’s talk!

06/02/2026

This ring represents those I’ve been blessed to serve. Thank you!

Whether it’s to protect your income, your retirement funds, or your life! Know that I’m here for you too! Connect with me!

06/01/2026

A referral is a transaction.

A referral partnership is a relationship.

A true referral partner doesn't just wait for opportunities to come their way. They intentionally listen, connect, advocate, and look for ways to help the people in their network succeed.

The strongest business relationships are built on trust, communication, reciprocity, and a genuine desire to see one another grow.

As professionals become more intentional about who they partner with, true referral relationships become even more valuable.

If you're ready to be intentional about building meaningful referral partnerships, let's have a conversation. Reach out to me!

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.