5 POINT Financials’ mission is to simplify your financial life, so you can spend more time focusing on your life’s priorities now, and for generations to come.
Founded in 1992, our track record of providing financial expertise to individuals, families and businesses has taught us the importance of listening. We have learned that good listening leads to good answers. We have also learned that having a large network of financial partners helps accelerate getting the best answers. Our job is to listen to what is important to you, and then determine the best financial paths and opportunities to help you reach your goals.
Our primary objective is help you solve the money challenges of every day life. We partner with you to define personal and financial goals, taking stock of all your existing resources, and then developing a plan to help you to achieve your short term and long-term goals. Secondly, we walk our talk as fiduciaries by always placing our client’s best interests ahead of our own. Thirdly, we provide you with the most current technology, research and specialized knowledge to ensure that we are nimble and flexible to adapt to your needs in the fast-changing world around us.
We understand that trust is the sole domain of interpersonal relationships and never given away lightly. We also understand that each person, each family and each business is unique. Keeping these two ideas in mind, we would like to extend to you our offer of a free 90-minute meeting to meet with us (in person or via conference.) so we can have a chance to get to know each other.