Financial Planning · Investment Management · Insurance


Five Points Financial Services, a financial planning firm, was created to serve our customers' diverse needs for investment alternatives, investment management services, and insurance coverage.  We seek to provide superior advice by remaining unbiased and not offering propriety products.

We dedicate ourselves to enhancing our customers' financial awareness through diligent education, and their portfolios by managing high-quality, diverse investments focused on attaining your financial goals.  Our representatives practice long-term investment programs rather than high risk, short-term trading practices.


Newsletter & Commentary 

Five Points Financial Services offers a free quarterly newsletter providing insights from our investment team.

NOTE: Simply enter your e-mail address in the space provided and submit.  Update notifications to our newsletter are sent once per quarter to your e-mail.  You can unsubscribe from these notifications at any time.


1st Quarter, 2015 Market Commentary
"Internatioal Equity in Developed Countries & Mid Caps Lead the Way"

April, 2015 Golden Club
"What is the Gift Tax?"