Broker Check

Clarity in Your Financial Life

Our COMPASS program is the roadmap for your journey…

Learn more

We Work For You 

Our goal is to help deliver clarity and certainty around your journey. We do this by helping you plan for the expected and the unexpected turning points in your life, whatever that might be:

  • planning for a child’s education
  • considering a change in employment status or job
  • facing your finances after the separation or loss of a spouse
  • maximizing your resources so you use your money properly
  • the best way to build or sell your business

For 25 years we have been tackling challenges and helping people save, grow and protect what they’ve worked so hard for. When you work with Turning Point, you’ll get a team of experienced financial professionals who speak plainly and act as fiduciaries (we always work for your best interest). Also, our fees and charges are fully transparent – our policy is to avoid unnecessary commissions and transaction fees.

Learn more about us

Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Financial Services That Can Really Help

Our services begin with a conversation. How can Turning Point Financial help you?

What We Do

Help people navigate through life with simple, clear direction.

Learn more

Our Values

Our culture is defined by our deeply held beliefs and values.

Learn more

Our Story

Putting our clients first since 1994.

Learn more


Thank you! Oops!