5 Point Financial Group -
 
 5 POINT Financial Group

Welcome to 5 Point Financial Group

The New Standard in Personalized Wealth Management
 
 
 We strive to advocate, empower and bring financial serenity to our clients by connecting financial goals with personal values.
 
"We approach clients holistically,
in balance with their mind,
spirit and values." 
 
5 POINT Managing Principal and President
Scott Livingston, CFP®, CDFA™ specializes in
retirement lifestyle planning and wealth management
 
Our clients are 5 POINT family...and we treat them that way.
 
5 Point was created to help clients simplify their life & gain greater control of their time:
  • Advocating, protecting and guiding you with the 5 POINT Program: Your Life in Focus
  • Empowering you with our nationally-recognized private client website, 

5 POINT Live!: Your Financial Picture

  • Inspiring confidence that your wealth is managed to enable the life you envisioned with 

5 Star Services: Your Financial Serenity

 
 
Call today for a cup of coffee and a second opinion: 425.402.8700
 
 

Integrity . Expertise . Objectivity . Tailored Solutions . Stewardship

 
 
11830 NE 195th St, Bothell, WA 98011-3146
 
Tel: 425-402-8700 Fax: 425-402-8701
 
 
 
 
 
 





 

  Welcome to the 5 POINT FINANCIAL GROUP web site gateway.
This website is strickly intended for individuals residing in the states of:

WA, OR, CA, CO, UT, TX, CT, PA, GA, FL 
No offers may be made or accepted from any resident outside these states due to various state requirements and  registration requirements regarding investment products and services.

5 POINTFinancial Group is a Registered Investment Adviser
Securities and Advisory Services Offered Through
KMS Financial Services, Inc., Member FINRA/SIPC
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Securities offered through KMS Financial Services, Inc., Member FINRA, SIPC