Your financial road map should be customized to your goals.
We help you simplify your financial life so you can spend more time cultivating what’s important to you, as you define it.
5 Point Financial was founded because we saw the impact of improper financial planning on loved ones around us.
We believe our clients deserve better.Contact Us
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
To choose a plan, it’s important to ask yourself four key questions.
Earnings season can move markets. What is it and why is it important?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
It sounds simple, but paying yourself first can really pay off.
Understanding how capital gains are taxed may help you refine your investment strategies.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What does your home really cost?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.