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Turn to 5 POINT for financial solutions that fit your life.

Turn to 5 POINT for financial solutions that fit your life.

We get a lot of questions from our clients who have recently retired or who are about to. They realize retirement today is a lot different than it once was. Not long ago, people barely lived long enough to collect social security. Now, they’re enjoying decades in retirement. Longer life spans require additional financial attention. The question we hear most often from our clients in or nearing retirement is: “How do I make sure I don’t run out of money?”

That’s a valid concern. Perhaps you’re wondering about that, too. You may wonder when you should start collecting social security, how to plan for your post-retirement taxes, or if it’s time to consider downsizing your home. At this juncture in your life, financial considerations abound, and we’ll be there to help you sort through them. Together, we’ll develop a plan for your retirement that alleviates your concerns and brings your dreams to realization.

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Simplifying money by design ®

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:

Our Process

A trusted advisory team to implement your plan

Our History

Knowing you have a financial life planning process in place and advice you can trust.

Our Values

Constant review and help on your path to lifetime wealth.

Life is a lot more fulfilling when you're part of the 5 POINT family. 

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.

We are proud to be affiliated with the following organizations

Our Process
Our History
Our Values
Our Resources