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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 many questions from our clients who have recently retired or who are preparing for "work-optional" lifestyle. 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 position your investments for income, 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 to help alleviate your concerns and bring your dreams to life.

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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

Confidence in having an experienced advisory team to implement, maintain, and adjust your plan.

Our History

Knowing you have a financial life planning process in place and advice you can trust as your life unfolds and your needs evolve.

Our Values

A consistent review process to help you on your path to lifetime income and peace of mind.

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

Your CERTIFIED FINANCIAL PLANNING professional™ will listen to your goals, help organize and simplify your money, and educate you along the way. We'll set a clear path to reach your lifetime milestones with guidance and tools every step along the way. Process, confidence, and peace of mind are what we aim to offer.

We are proud to be affiliated with the following organizations

Our Process
Our History
Our Values
Our Resources