14205 SE 36th Street
In today's world, being successful can come with a hefty price tag.
As a professional, you have a demanding career which consumes your time and resources. It can be challenging to carve out the time you like to spend with your family and friends. If you have children at home, it can be extra demanding to balance it all.
You also have dreams you want to realize in the life you want to live. Amid this push and pull of your career and personal life, attention to your financial life can get put on the back burner. At the end of the day, what you want are the options that having lifetime wealth provides. You need a plan to get there.
We get it because we're just like you. We understand the competing priorities, the sometimes-hectic pace, and the desire to do it all successfully. In the back of your mind, you probably have nagging financial questions. Perhaps you're wondering if your saving enough for retirement, if you need some guidance with your tax planning, or if your insurance is sufficient. You might worry about what you'll do if something unforeseen happens to your spouse. For all these concerns (and hundreds of others), we can help.
At 5 POINT, our goal is to liberate clients like you from the demands of managing the financial aspects of one's life. We leverage our depth of experience along with state-of-the-art technology, and we apply our caring and thoughtful solutions to devise a strategy to help achieve your goals and ensure your financial well-being. We stay on top of your financial affairs, so you can get on with living your life.
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:
Confidence in having an experienced advisory team to implement, maintain, and adjust your plan.
Knowing you have a financial life planning process in place and advice you can trust as your life unfolds and your needs evolve.
A consistent review process to help you on your path to lifetime income and peace of mind.
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.
President | Founder