Welcome to 5 POINT
Home of 5 POINT Planning Live!
Where money and minds meet in real time.
"It's not just quality state-of-the-art financial services, but a real caring for our clients and their family members. We approach them in a holistic way, not just with their finances, but in balance with their mind, spirit, values and what they want in life.
We're going to take care of them.
But what makes 5 POINT totally unique, is how we do it."
Scott Livingston, CFP®, CDFA™
CERTIFIED FINANCIAL PLANNER™ professional
A Relationship of Skill, Technology and Trust
5 POINT represents an inspiring collection of seasoned professionals ready to serve your financial planning and wealth management needs. But we're more than that.
We devote our professional knowledge, access to the best resources and solutions we can find, and use the priceless blessings (and the scars) of our experiences to help you. For example: When was the last time you retired? We've done it hundreds of times and bring our wealth of experience to your table.
5 POINT's staff are seasoned professionals, with over 85 years of combined experience. And we have over 2,000 talented people who support our back office and operations. We give you financial power from the talent and resources of many.
We use our technology for your advantage too. 5 POINT Planning Live! is the latest breakthrough to make your financial planning and wealth management a pleasure to approach. Harvard Business School thinks so too, naming 5 POINT as one of the top 10 branch offices in the country for the use of technology in financial services.
As our client, we automate all your financial date to aggregate directly in your own Private Client Website. Your balance sheet, performance reporting, even your financial plan, stay up to date in real time. You get a "Play Zone," where you can experiment with different ideas or "what if" questions . Questions like "what if I retired at 62, instead of 67?", and get immediate answers to your "probability of success" if you did!
We've changed the Paradigm, where with financial planning, money and minds meet in real time.
On a personal note, I am the 2nd generation of financial professionals in my family. My dad was CPA and started my education in the stock market at the ripe age of 11, which is probably the biggest reason I am a CERTIFIED FINANCIAL PLANNER™ professional and a General Securities Principal today.
Dad made the subject of money (and what you can do with it) a lot of fun.
And that is what we try to do for you at 5 POINT: Give you an experience that engages, delights and is productive. (So, when you see the sign that reads: No duds allowed, we mean it! :^)
Finally, like the majority of our clients, we love each other, love our families and and are actively involved our community - we are people who truly want to make a difference in life and to those we touch. It's about values and trust. Doing what's right.
Your in good company at 5 POINT.
We are committed to providing premier financial planning and wealth management that produces enduring significance for our clients well being and happiness, now and for their generations to come.
We invite you to discover our unique approach and what we can do for you.
Wishing you success!
Scott Livingston, CFP, CDFA
Founder, Managing Principal
Our Mission
Our Values
Our Process
Gold Medal Services
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