Our COMPASS program is the roadmap for your journey…
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:
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.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Our services begin with a conversation. How can Turning Point Financial help you?
Help people navigate through life with simple, clear direction.
Our culture is defined by our deeply held beliefs and values.
Putting our clients first since 1994.