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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:

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CURRENT & ASPIRING PRACTICE OWNERS

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RELIEF
VETERINARIANS

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VETERINARY
SPECIALISTS
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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

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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

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Protect Your Assets

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

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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.

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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.

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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. 

10 Pillars for Veterinarians to Achieve Financial Freedom

This FREE guide will outline the 10 Pillars veterinarians should consider when planning their personal finances. By using this guide as a framework you can propel you and your family toward achieving financial freedom. Enjoy!
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Are you currently working relief or considering a career as a relief vet?

Get your copy of 'The Relief Vet's Guide to Money' and you'll learn:
  • The different type of business and entity structures
  • Insurance coverages you may need when not covered by group benefits
  • Basic understanding of taxes as a relief vet
  • Strategies to plan for irregular cash flow
  • Retirement plan and savings options for the self-employed

PLUS

  • Resources and articles to help you along the way
I Want The Guide!
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We Provide Unbiased Advice to Help You Accomplish Your Life's Goals

VetWorth Financial is a fee-only fiduciary financial planning firm based in Peachtree City, GA that provides financial planning and investment management services to veterinarians 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.

LET'S GET STARTED
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Hey, I'm Andrew

I grew up and have lived in the Atlanta area my whole life, moving to Peachtree City, 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 also developed a talent for building really tall Lego towers and watching Paw Patrol on repeat.

I am also a member of the Veterinarian Financial Advisor Network, a group of fiduciary financial planners serving the veterinary community.

Professional Degrees, Designations, and Certifications :

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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.

Onboarding Year Topics/Meetings
Annual Client Meeting Calendar

Ready to get started? 

CHAT WITH US TODAY

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

SCHEDULE A CALL!