L5 Wealth Planning

L5 Wealth Planning is a financial planning firm that helps families and individuals plan how to accumulate, manage, and distribute wealth. Its 5 Level Wealth Planning Process looks at both financial goals and life goals, with work on tax efficiency, investment management, retirement, estate planning, charitable giving, and education planning. The firm works mainly with high earners, pre-retirees, and retirees, and the lead planner, Colton LaRue, is a CERTIFIED FINANCIAL PLANNER.

New clients are accepted by referral only, so a referral name should be included when reaching out by email or phone. The firm has offices in McKinney and Austin, Texas. Investment advisory services are offered through Victory Financial Group LLC, and L5 does not give legal or tax advice, so clients are referred to other professionals for those matters.