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Simplifying Money by Design "Oh! Now I get it." Live Life Intentionally Connecting the dots

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.

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You & Your Family

Peace of mind knowing your plan is customized for your goals and dreams.

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Business Owners

Balance your business, your employees, your family and your future.

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Trusts & Foundations

A living legacy for you, your family and your favorite charitable causes.

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Helpful Content

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Saving for College 101

Here’s a crash course on saving for college.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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