Your financial road map should be customized to your goals, not ours.
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
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here's a breakdown of how the federal government spends your tax money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Around the country, attitudes about retirement are shifting.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?