14205 SE 36th Street
When business calls, your personal issues sometimes take a backseat to your professional priorities. That leaves little time in your demanding schedule to mange your financial affairs. Missing opportunities, or delaying decisions, can have serious consequences down the road. Are you ready?
Turn to 5 POINT for financial solutions that fit your life.
As an executive, you need a trusted partner to help unravel the complex financial situation of business leaders. Every business leader has a unique financial situation and goals. A one-size-fits-all fiscal approach simply won’t do. At 5 POINT, we blend active listening with seasoned financial expertise to deliver results that fulfill your vision, maximize your assets, and reduce your stress. We empower clients be part of the process by providing you with information to help you get the most out of your executive compensation plans and be prepared for the future.
is the pursuit of financial security to enjoy a fulfilling life lived intentionally.
We believe that lifetime wealth gives families the opportunity to live life intentionally, with purpose, passion and peace of mind. For your life, this can happen for you through a lifelong approach which includes:
A trusted advisory team to implement your plan
Knowing you have a financial life planning process in place and advice you can trust.
Constant review and help on your path to lifetime wealth.
Your anxieties grow smaller and your bright future emerges larger. Our team of CERTIFIED FINANCIAL PLANNING professionals™ will listen to your goals, then help you organize and simplify your money. We’ll set a clear path to reach them and then guide every step along the way. That’s the kind of lifetime security we offer. We would be honored to join you on your financial journey.
President | Founder