Home

Welcome to Five Point Financial

Our mission is to help families and business owners navigate through their financial lives. Our goal is to help them create and maintain their wealth, in order to reach their financial freedom. Through comprehensive planning, we want to help our clients create a blue print that they can follow and monitor on an ongoing basis.

Create The Future You Deserve

The Retirement Savings Dilemma from WBC

VIDEO

Why Now? - Business Owners

VIDEO

Silver Tsunami - Business Owners

VIDEO

Planning with Integrity

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 can help you achieve your goals so you can live your dream.

Learn more

Our mission is to help families and business owners navigate through their financial lives. Our goal is to help them create and maintain their wealth, in order to reach their financial freedom. Through comprehensive planning, we want to help our clients create a blue print that they can follow and monitor on an ongoing basis.

Five Point Financial is a fee-based planning firm in Charlotte, North Carolina. 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/succession plans, key employee retention strategies and exit planning.