Turning Point Financial

IT’S TAX SEASON!

Tax Preparation and Planning for Individuals and Small Businesses

If you’re looking to maximize your tax efficiency or receive coordinated financial advice,
we offer full tax preparation and planning services at Turning Point.

For over a decade, we have been putting people before investments.
We believe that every life journey is unique and we get excited about finding your path to financial clarity.

Simplify Your Finances

Talk to a Financial Advocate

Gain Peace of Mind

5 Things Keeping You From Financial Clarity

Are you doing any of the 5 things?

Download this PDF to see if you can make some easy turning points to get you closer to achieving financial clarity.

3 easy steps to financial clarity

1

SCHEDULE YOUR DISCOVERY

You are unique and your goals and dreams are unlike anyone else’s. Our Discovery meeting helps us get to know the facts but more importantly lets us understand your story. Don’t wait to get started by phone or in person.

2

GET A PLAN

We’ll make sure you’re headed in the right direction – which means financial efficiency for you and your family. Putting the pieces together with you is something we absolutely love to do.

3

START YOUR JOURNEY TO FINANCIAL CLARITY

Our process is visual and positive – no matter where you are in your journey we love to provide real value. Whether it’s to protect you, fix things, make things better, or help you get things done. When we work together you’ll gain clarity with where you are and will understand what you should do next.

SCHEDULE YOUR DISCOVERY

Ways Financial Clarity Could Change Your Life

josh-melinda-new

Melinda & Josh

READ THEIR STORY

warren

Warren

DougKaren

Doug & Karen

READ THEIR STORY

Do You Have Doubts About Your Financial Future?

Will You Need to Delay Retirement?

Do You Live In Constant Financial Stress?

Are You Confused About Investments?

Will Your Future Fall Short of Your Dreams?

SCHEDULE YOUR DISCOVERY

Turning Point Financial (“RIA Firm”) is a registered investment adviser located in Frederick, MD. Turning Point Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Turning Point Financial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Turning Point Financial’s web site on the Internet should not be construed by any consumer and/or prospective client as Turning Point Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Turning Point Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Turning Point Financial, please contact the state securities regulators for those states in which Turning Point Financial maintains a registration filing. A copy of Turning Point Financial’s current written disclosure statement discussing Turning Point Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Turning Point Financial upon written request. Turning Point Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Turning Point Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Turning Point Financial and individually licensed and appointed insurance agents.