- 704-557-9672
Our personal planning services are designed to help protect your family by securing your wealth and your future.
From retirement planning to exit strategies, our expertise is designed to add value to the future of your financial blueprint.
We’re glad you found us. Our mission is to help families and business owners navigate through their financial lives. Our goal is to help you create and maintain wealth in order to achieve financial freedom. Through listening and comprehensive planning, we help you create a road map that you can follow and monitor on an ongoing basis, empowering you to create the future you deserve.
As your financial advisor, we will collaborate with you and make changes as your life and business continues to progress.
At Five Point Financial, we help people achieve their short- and long-term financial goals.
By working with each client on an individual basis, we are able to help implement, monitor and drive the process forward for continued, lasting results.
Whether you are an individual in need of an asset protection strategy, a small business seeking a key employee retention strategy, or an owner of a closely held business, Five Point Financial is here to help you achieve your goals, so that you can live your dream.
At Five Point Financial, we help people achieve their short- and long-term financial goals.
By working with each client on an individual basis, we are able to help implement, monitor and drive the process forward for continued, lasting results.
Whether you are an individual in need of an asset protection strategy, a small business seeking a key employee retention strategy, or an owner of a closely held business, Five Point Financial is here to help you achieve your goals, so that you can live your dream.
Five Point Financial is a fee-based planning firm serving many states across the country. Based in Charlotte, North Carolina, we are focused on serving individuals and business owners with their retirement income and financial planning needs. We also work with business owners to help them with continuity and succession plans, key employee retention strategies and exit planning.
Let’s have a quick conversation so you can find out more about us, and we can find out more about you and your vision for your financial future.
Please let us know where we can contact you and what’s on your mind.
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Chelsea serves as a key member of the Five Point Financial team, providing day-to-day client support and ensuring a seamless experience. She is often your first point of contact for scheduling, new account setup, account servicing, and general client needs. Chelsea is dedicated to helping foster strong, long-lasting relationships between our team and the clients we serve.
Outside of the office, Chelsea enjoys spending time with her husband and two young boys. She is actively involved in her southern gospel group, King’s Highway, and values the simplicity of farm life. Chelsea is passionate about encouraging others and openly shares her personal journey of sobriety and faith.
Michael began his time in the financial industry in 2000. His primary focus is working with closely held, family-owned businesses to help them balance their personal and business goals, as well as private wealth management and financial planning for individuals and families.
Michael majored in Economics at East Carolina University, with a minor in Business Administration. He started his career at First Union Securities on their fixed income trading floor and transitioned into his current financial planning practice in 2003.
Outside of the office, Michael enjoys quiet time with his family, being near the beach, and loves to fish and spend time in the garden.
Michael is registered to offer securities in the following jurisdictions: CO, FL, GA, NC, PA, SC, TX, VA
Jason Goldy, CFP®, ChFC, CEPA, is a 25-year veteran of the financial services industry where he has focused his time as a coach and consultant for successful financial advisors and serving the closely-held business community.
His focus is to equip and empower small to medium sized business owners to maximize the potential of their business and personal plans. The purpose is to help them grow the business while preparing to confront one of the most significant and inevitable events they will face – the sale or transfer of ownership. All owners exit eventually, and the earlier they plan for it, the more opportunity they create.
Born in Kentucky, Jason has been in the Charlotte region for over 30 years. He graduated from Appalachian State University with a Bachelor of Science in Business Administration. Jason and his wife Lori reside in Waxhaw with their 3 children – Maren, Colton, and Adelyn, along with their rescue dog, Boone. An avid sports family, they spend the majority of their “free” time on soccer fields throughout the Carolinas.
Jason is registered to offer securities in the following jurisdictions: NC, SC.
Drew is a financial advisor at Five Point Financial focused on helping clients integrate their values into their financial decision-making and become faithful stewards of the resources that have been entrusted to them. Alongside the team, he helps clients achieve their personal and professional financial goals through risk management, asset management, retirement planning, and small business planning.
Prior to joining Five Point, Drew worked in Wells Fargo’s Public Finance Investment Banking group, supporting the Utilities & Power team. That experience gave him a strong foundation in financial analysis and strategic thinking that he now applies to help clients navigate their financial journeys with clarity and confidence.
Drew graduated from Furman University, where he received a B.A. in Economics and earned summa cum laude honors. Outside of work, Drew enjoys being involved in his church community, spending time with his wife, playing golf, and reading.
Drew is registered to offer securities in the following jurisdictions: NC, SC, VA, DC, NY
Lou’s expertise in Investment and Financial Services expands through Private Wealth Management, Corporate Retirement Planning, Retirement Income Distribution Planning, and Financial Planning. Lou and the team are devoted to analysis, due diligence, ongoing review, and providing the most appropriate investment solutions for our advisors to bring back to their clients.
Lou moved to Charlotte in 1993, and he and his wife have four children. He has dedicated his community service towards sports ministries, support group facilitation, and high school group leadership through the ministry team at Calvary Church in Charlotte.
Catherine Stout is the Relationship Manager for Five Point Financial. She has worked in the financial services industry for over 30 years and loves working with our clients, while striving to provide the highest level of service through clear, consistent communication and diligent follow-through. She welcomes your calls and will be your point of contact for scheduling appointments, new account set-up, servicing existing accounts, and answering any service-related questions. Her goal is to support strong, long-lasting relationships between Five Point Financial and our clients.
Away from the office, Catherine loves the beach and enjoys spending time with her family, traveling, gardening, and cheering for the Atlanta Braves and Carolina Panthers. She graduated from the University of North Carolina at Chapel Hill and loves all things Tar Heels.
Lee is the founder and a financial advisor at Five Point Financial. Since 2007 he has been working in the financial industry. His career eventually led him to establish his own firm where he specializes in working with individuals and small business owners.
Lee studied at East Carolina University where he earned both his undergraduate and Masters in Accounting (MSA). He began his career with Ernst & Young, LLP where he served as an auditor for three years. He entered a new role as a financial advisor with a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) in 2007.
Today, he finds joy in helping clients achieve their personal and professional financial goals through risk management, asset management, retirement planning and small business planning.
Outside of the office, Lee enjoys golfing and spending time with his wife, Jessica, and their two children. He is a member of AAX – Advisors Association and Legacy Advisors Network.
Lee is registered to offer securities in the following jurisdictions: AL, AZ, CO, CT, DC, FL, GA, IN, MA, MI, NC, NY, OH, OR, PA, SC, TX & UT.
Lee Bowman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Five Point Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 4350 Congress St., Suite 300, Charlotte, NC 28209 704-557-9672.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.
