- 704-557-9672
Our personal planning services are designed to help protect your family by securing your wealth and your future.
From retirement planning to exit strategies, our expertise is designed to add value to the future of your financial blueprint.
We’re glad you found us. Our mission is to help families and business owners navigate through their financial lives. Our goal is to help you create and maintain wealth in order to achieve financial freedom. Through listening and comprehensive planning, we help you create a road map that you can follow and monitor on an ongoing basis, empowering you to create the future you deserve.
As your financial advisor, we will collaborate with you and make changes as your life and business continues to progress.
At Five Point Financial, we help people achieve their short- and long-term financial goals.
By working with each client on an individual basis, we are able to help implement, monitor and drive the process forward for continued, lasting results.
Whether you are an individual in need of an asset protection strategy, a small business seeking a key employee retention strategy, or an owner of a closely held business, Five Point Financial is here to help you achieve your goals, so that you can live your dream.
Five Point Financial is a fee-based planning firm serving many states across the country. Based in Charlotte, North Carolina, we are 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 and succession plans, key employee retention strategies and exit planning.
Let’s have a quick conversation so you can find out more about us, and we can find out more about you and your vision for your financial future.
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 4350 Congress Street, Suite 300, Charlotte, NC 28209. (704) 557-9600. Five Point Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202801-7903566
Copyright © 2025 Five Point Financial
Please let us know where we can contact you and what’s on your mind.
The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Jason Goldy, CFP®, ChFC, CEPA, is a 25-year veteran of the financial services industry where he has focused his time as a coach and consultant for successful financial advisors and serving the closely-held business community.
His focus is to equip and empower small to medium sized business owners to maximize the potential of their business and personal plans. The purpose is to help them grow the business while preparing to confront one of the most significant and inevitable events they will face – the sale or transfer of ownership. All owners exit eventually, and the earlier they plan for it, the more opportunity they create.
Born in Kentucky, Jason has been in the Charlotte region for over 30 years. He graduated from Appalachian State University with a Bachelor of Science in Business Administration. Jason and his wife Lori reside in Waxhaw with their 3 children – Maren, Colton, and Adelyn, along with their rescue dog, Boone. An avid sports family, they spend the majority of their “free” time on soccer fields throughout the Carolinas.
Jason is registered to offer securities in the following jurisdictions: NC, SC.
