Services to Protect Your Retirement Goals

Our Services

Our Services

Giving you Financial Power

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.

Life Insurance

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.

Estate and Succession Planning

At Turning Point Financial, Inc, we will work diligently to help guarantee that your values are upheld for not just you, but for your loved ones and so that future generations of your family will be able to enjoy what you’ve worked so hard to…

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…

Small Business

If you own a business, there are two things you are most likely interested in doing. First, you want your business to be as profitable as possible. And second, you want to attract good employees so your business can thrive and be successful.

Tax Planning

Taxes are a very important part of financial planning.

Why Choose Us

We are your Guide.

We are your guide, leading you with clarity, trust, and support. Wherever your journey takes you, we provide direction, insight, and confidence to help you reach your goals successfully.

We take time to get to know you.

Our relationship starts with a personal conversation to dig deeper into what drives you and your long-term goals.

It starts with a personalized financial plan.

We manage your risks and keep you on target, keeping a steady eye on your future.

Creating goals is a smarter way to invest.

Our goal is for our clients to feel confident and supported. We are responsive to your needs and communicate your path.

Testimonials

Reviews From Our Clients

    
 
 
      Trustindex verifies that the original source of the review is Google. High quality wealth management
  
  Posted on Google  
 
     GreenSpace Lawncare 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. Mark is a man of high integrity, high ethics and strong character.  Everything you'd want in a financial planner, plus he is very patient, kind and easy to work with when discussing different scenarios and options. Mark's helped my wife and me plan for our future and ensure that our kids college and our retirement plans are on track.  I highly recommend Mark.
  
  Posted on Google  
 
     Joshua Francia 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. Great company!!
  
  Posted on Google  
 
     Victoria Kenison 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. I really appreciate the work they have done in helping me prepare for the future.  Mark has been so good about answering all my questions.  And I have had lots of questions.
  
  Posted on Google  
 
     Ms. M 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. Mark, thank you so very much for providing that information I needed and going the extra mile to research it for me.  I appreciate all that you do.  AJ S
  
  Posted on Google  
 
     Alice Janet Starkey 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. The hour long conference call was perfect to answer all my questions that I had. The advice given was accurate and succinct. If you have any questions on where to start financially, and more, Id definitely recommend setting up an appointment.
  
  Posted on Google  
 
     Spencer Sauce 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. I would like to give a response to the help and advice I received  from Mark. He gave me the best info I needed to make the best  decision in my situation.I retired early due to physical issues and he gave me the clarity I needed to make the best decision.He saved me thousands in fees.I didn't get that from info from the "professionals"that I turned  to help me when I needed an impartial opinion.
The tax knowledge he has...helped me immensely.
He truly has his clients best interests in mind.
  
  Posted on Google  
 
     Garry Elms 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. Did a lot of research looking for a fiduciary to review my retirement status. Didn't want anyone who was "sales first". Mark did a great job. Very thorough. After giving us a detail report on our retirement status, we asked him for advise on two 401K's we had from a previous employer. He found an annuity with a great return to roll them over... and use in our later retirement years for extra income. I recommend Mark highly!
Bill -  Indian Land
  
  Posted on Google  
 
     Bill noble 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. Mark is good at listening and determining what you need. He is very pleasant to work with and very empathetic to your needs. he lays everything out in front of you and gives you options but doesn't tell you exactly what you have to do and he doesn't sell you anything. I highly recommend mark.
  
  Posted on Google  
 
     Andy Kerestes 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. I moved to South Carolina 3 years ago and met Mark through a church calling.  After finding out his job was a financial planner, I realized right away I wanted him to care of money I inherited from my parents. Not having a lot of knowledge in this area, I was grateful to have Mark come to my house and help me take care of everything. He explained and took care of all the massive paperwork for us. It’s great to have Mark as a friend and an expert in his field. I would recommend him to anyone needing help with their finances.
  
  Posted on Google  
 
     Ronnie Fox