Image

Looking to put your family on the path toward financial success?

Check out our free guide that highlights the 12 things that you could be doing to ensure you and your family are on solid ground.
"The greatness of a nation and its moral progress can be judged by the way its animals are treated." ~Mahatma Ghandi

WE SPECIALIZE IN HELPING VETERINARIANS LOOKING FOR FINANCIAL GUIDANCE IN HOW TO:

Image

STRUCTURE STUDENT LOANS

Whether you are working towards forgiveness or repayment with your federal and/or private loans, we'll work together to structure your debt based on your situation

Image

Purchase/Start a practice

A rewarding experience for entrepreneurial veterinarians, we can help guide you through the process to become an independent practice owner

Image

INCREASE INCOME POTENTIAL

Through salary benchmarking, increasing productivity, specializing, or becoming a practice owner we'll explore ways to increase your earning potential

Image

PLAN FOR RETIREMENT

Whether retirement is 3 or 30 years away, it's never too soon to begin planning. We'll look at your current options and formulate additional strategies to put you on track

Image

Sell your practice

The decision to sell does not come lightly. We'll provide resources to ensure a smooth transition and help you understand the tax and financial implications of the sale

Image

Protect Your Assets

Through proactive estate planning and insurance analysis, we can help ensure your personal and business assets are adequately protected

Image

NEW PARENTS

As a new parent, you’re balancing a lot of financial responsibilities and just about all of them feel urgent. Let us get to know your personal goals, review your current financial situation, and tell you exactly how to get from where you are now to where you want to be.

Image

COLLEGE BOUND FAMILIES

As your child is nearing the end of high school, it's not uncommon to feel overwhelmed with the thought of: How are we going to pay for their college education? At FivePoints, we help families put a plan in place to balance education costs with other financial goals.

Image

DELTA EMPLOYEES

Looking for a financial planning firm who knows the ins and outs of your Delta Air Lines benefits? Well, you've come to the right place! With extensive knowledge about the goals of airline employees, our team is well-equipped to help you live your ideal financial life. 

 

We Provide Unbiased Advice to Help You Accomplish Your Life's Goals

FivePoints Financial Planning is a fee-only fiduciary financial planning firm based in Peachtree City, GA that provides financial planning and investment management services to veterinarians both in the Atlanta area and nationwide.

From planning for your short-term goals to planning for retirement, we’re here to provide ongoing support every step of the way.

FivePoints Financial Planning is a fee-only fiduciary financial planning firm based in Peachtree City, GA that provides financial planning and investment management services to veterinarians both in the Atlanta area and nationwide.

From planning for your short-term goals to planning for retirement, we’re here to provide ongoing support every step of the way.

What is Financial Planning? 

Financial planning involves:

  • Goals Visualization
  • Coordinated Investment Advice
  • Skillful Tax Planning
  • Worry-Free Retirement Planning
  • Risk Management (Are you over/under insured?)
  • Lifestyle Spending Review
  • Proactive Estate Planning
  • Open-Door Policy

What is it like to work with us?

There are no:

Commissions

Account Minimums

Confusing Financial Jargon

Product Sales


Just honest financial advice that serves your best interests.

Image

Hey, I'm Andrew

I grew up and have lived in the Atlanta area my whole life, moving to Tyrone, GA in 2015 where I now call home. I have built a career in financial planning as it allows me to use my passions for both education and financial planning in everyday life. Through my work I hope improve the overall well-being of veterinarians by reducing financial stress and improving work/life balance.

I proudly served as a fire direction controlman with Mike Battery 3/14, United States Marine Corps, Reserves based out of Chattanooga, TN from 2010-2015, receiving an honorable discharge. I devote my time outside of work to being with my wife, kids, and dog. I've developed a talent for building really tall Lego towers, watching Daniel Tiger on repeat, and trying my best to be optimistic every year about the inevitable heartbreak that is Atlanta & UGA sports.

Professional Degrees, Designations, and Certifications :

  • Bachelor of Science, Education, University of Georgia
  • Master of Business Administration (MBA), Kennesaw State University
  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Member of the National Association of Personal Financial Advisors (NAPFA)
  • Member of the XY Planning Network
  • Member of the Alliance of Comprehensive Planners
  • Federally Licensed Enrolled Agent
  • Image Image Image Image Image

    Here's How We Work With You

    Whether you prefer to meet online or in person, we value your time and are committed to working with you when and where it works for you. Here's what you can expect during our time together.

    Whether you prefer to meet online or in person, we value your time and are committed to working with you when and where it works for you. Here's what you can expect during our time together.


    Ready to get started? 

    CHAT WITH US TODAY

    As Featured In

    Image Image Image Image Image
     

    Whether you’re facing a life change now or simply want to explore your financial options, let’s talk.

    SCHEDULE A COMPLIMENTARY CONSULTATION