CPA’s & Accountants


In personal financial planning, tax planning and tax strategies are critical.  Your financial goals will always be accomplished much faster when tax strategies are part of your overall plan.  No one understands your tax planning and tax strategies better than your accountant or CPA.

At Turning Point Financial, we have developed a turnkey system to help your accountant and CPA in providing financial planning and asset management services to you.  We know that you already trust your tax professional more than anyone else you work with.  Why not let him or her help you with your financial planning and money management as well?  This model benefits you as the client in the following ways:

  • You maintain your great relationship with your accountant or CPA
  • You feel confident in knowing that the right thing is being done for you
  • You don’t have to search around for another trusted financial advisor
  • Your tax professional already knows and understands your financial situation
  • You don’t have to worry about day to day managment of your investment portfolio
  • Your money gets managed by professionals no matter how big or small your accounts are

Here’s how it works:

Step 1:  Complete an Client Risk Profile with your accountant or CPA

Step 2:  You and your CPA will choose one or more of our model portfolios for your accounts

Step 3:  Your accountant or CPA will assist you with completing the account opening and transfer paperwork.

From that point on, you continue to meet and communicate with your tax professional as you normally do.  You are most likely meeting with your tax advisor at least once a year to go over your taxes.  This is a great time to also review your investments and financial planning as well.

Our Model Portfolios

With thousands of mutual funds to choose from, and plenty of research and resources available to us, we’ve developed a family of 5 model portfolio’s to choose from.  This simplifies the process of finding the best performing, most tax efficient investments for your money.  Finding the model that best fits your financial situation will depend on how you answer the questions on our Client Risk Profile, which your CPA or accountant will help you complete.

Click HERE to learn more about our model portfolios.

Ask your CPA or accountant about working with Turning Point Financial to assist you with your asset management and financial planning needs.

If you are a CPA or an accountant who is interested in learning more about working with Turning Point Financial, please complete the form below:

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