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
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Tips to avoid checking in luggage on your next vacation.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A four-step framework for building a personal legacy.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
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
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how to set up your financial goals for success? This knight does.
Here are five facts about Social Security that might surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Understanding the cycle of investing may help you avoid easy pitfalls.