TURNING POINT FINANCIAL

Helping you navigate personal finance.

icon_1

Investment Management

Protecting and growing your nest egg is key to reaching your retirement goals.  This requires a commitment of time, a high level of expertise, proper resources, and the discipline to stick to your plan.

read more

icon_1

Retirement Planning

Retirement planning involves setting goals, analyzing current resources, making intelligent projections, as well as implementing and monitoring your plan.  Once you know when you can realistically retire and what it will take to get there, it’s much easier to stick to your plan.

read more

icon_1

Life Insurance Services

Protecting your assets with insurance is often the best way to manage the biggest risks we face.  Insurance planning includes making sure that you are protected, and that you’re not paying for unnecessary coverage.

read more

icon_1

Income Tax Planning

Taxes eat away at your investment returns as well as your personal and business income.  There are many ways to reduce your tax burden through proper planning and strategic action.

read more

icon_1

Estate Planning

Proper estate and gift planning ensures that you maximize the transfer of your assets to your loved ones, while minimizing unnecessary taxes lost to the government.  Estate planning also includes …

read more

icon_1

Small Business Services

If you own a business, you may need help providing benefits to attract good employees.  We help our business clients establish and manage retirement plans, group benefits.  Most business owners want to structure a plan that allows them to maximize …

read more

cfp-logoCLU-Logo