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.
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2nd Quarter, 2015 Market Commentary
June, 2015 Golden Club
Knowing your likely life expectancy is an
important factor in making long-term financial
A balance sheet summarizes your assets and
liabilities and reveals your net worth.
Taxable Equivalent Yield
Calculate the rate of return you would have to
receive from a taxable investment to realize an
equivalent tax-exempt yield.
More Calculators >>