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Who We Are

Client Centered


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.

Individuals & Families

Our personal planning services will help protect your family and secure your wealth.

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Business Owners

From retirement planning to exit strategies, our expertise will add value to the future of your financial blueprint.

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