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Business Owners

Growing your business to where it is today wasn’t easy. It took dedication, hard work, and sacrifice.

We support small business owners with comprehensive wealth planning solutions. From retirement planning, to exit and succession strategies, we have the resources to help you make well-informed choices for your future.

As the quarterback of your financial future, our annual in-person strategy meetings will provide you with greater confidence knowing that your plan is working as intended.

Your needs as a small business owner are unique. We’ll help you plan for the continued success of your business while helping you manage your personal financial needs. Our goal is to align these two areas of your life so you may experience financial security and strive for long-term peace of mind.

Do you find yourself worrying or wondering about any of the following?

  • Will I have enough for retirement?  
  • Are we doing the right things?  
  • How do I keep my key employees engaged?  
  • When can I retire?
  • How do I exit my business?
  • Will my family be OK?

Create the future you deserve.

Five Steps Toward Financial Freedom

Our approach starts with a conversation and listening to your vision for your financial future. We then utilize a special five-step process to make that vision a reality. Through this process, you will achieve the confidence and peace of mind that comes with knowing your personal and business financial life is moving in the right direction. We’ll work with you through each of the following steps to help you reach your specific goals.

  1. Identify your goals and objectives.
  2. Evaluate where you are and what you have done to get to this point.
  3. Design a plan aimed at working toward and achieving your goals.
  4. Implement necessary strategies to help you pursue your goals.
  5. Monitor your plan on an ongoing basis to ensure it stays on track. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

As your financial advisor, we will collaborate with you and make changes as your life and business continues to progress.

Want to Learn More?

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.

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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

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Jason Goldy

CFP®, ChFC, CEPA
Financial Advisor

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.

Jason Goldy ChFC®, ChFC, CEPA is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 4350 Congress Street #300, Charlotte, NC 28209, Tel: (704) 557-9600 Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.