Firm Background
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Firm Background
At Turning Point Financial, Inc, we take pride in our independence and our fiduciary relationship with our clients. We truly are looking out for our client’s best interests.
Turning Point Financial, Inc is a fiduciary financial planning firm in Charlotte, NC and we work with clients in all aspects of their financial lives. We tailor our advice and services to each client’s specific needs, goals and time horizons. As a fiduciary for our clients, we are not influenced by outside parties when it comes to our recommendations. Putting your best interests first is our legal and ethical obligation. This enables us to have closer, long-term relationships with our clients.
Sophisticated Wealth Advice
We follow a disciplined planning process that includes tax, estate and investment advice. These include but are not limited to the following:
- Planning for Retirement
- Living in Retirement
- Minimizing Taxes
- Paying for College
- Charitable Giving Strategies
- Risk Protection
- Mutual Funds, ETF's, Stocks, Bonds
- Annuities
- Estate Considerations
Our mission is to simplify your life and help you attain your life goals.
Get In Touch With Us
Address
15720 Brixham Hill Ave. Ste 300 Charlotte, North Carolina 28277
Phone
(704) 243-4222
(704) 228-4261
mark@turning-point.us