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Our Clients

YOU HAVE FINANCIAL QUESTIONS AND YOU WANT GREAT ANSWERS.

Whether you are an individual, family, executive, or own a business, managing your financial health has grown more complex. Your financial portfolio should be aligned with your unique objectives. We recognize that the financial roadmap for each of our client’s is as custom and complex as each of their unique stage in life, histories and life stories.

Individuals & Families

Our clients come from all walks of life and have distinctive backgrounds. All our clients have one thing in common. They are seeking guidance in their financial life that is becoming complicated. Many of our individual clients are in some form of transition such as retirement, divorce, loss of a spouse, sale of a business, terminal illness, liquidation of concentrated stock positions or a career change. Since each client’s unique life and financial history requires its own roadmap, we custom-build a plan for every single client, designed specifically for their unique situation.

Responsibility increases with children. Managing family finances has become more complex than ever, especially with the rising cost of college education and understanding the best college saving plan can be challenging. Family finances may also include taking care of elder parents. We firmly believe in protecting elders from financial abuse, and always integrate this into our family planning discussions.

Executives

We have extensive experience with providing financial planning specifically with corporate executives, who often do not have the time to oversee their own financial decisions. When professional duty calls, personal issues sometimes must take a back seat to business priorities. By taking on the responsibility of developing and monitoring your financial plan, we seek to give you the gift of time, so you may focus on your career and personal responsibilities.

Executives often have complicated investment portfolios that include stock or stock options granted by their employer. 5 Point Financial has the sophistication to handle those concentrated portfolio positions, while working with tax advisors to manage financial issues that arise and their associated tax implications. We take an integrated approach to developing a financial strategy accounting for corporate benefits, compensation, outside investments, real estate, and other assets. Client satisfaction is our top priority, and meeting times and locations are always flexible to accommodate your executive schedule.