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
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are 4 great, and sometimes unexpected, places to raise a family.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Smart investors take the time to separate emotion from fact.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What does your home really cost?