Everything you need to reach your full potential—in one place.
We know how hard it is to get an objective view of your own operations. That’s why we created this unique, new service.
For 25 years, Turning Point has helped clients find financial clarity, and now our Business Value Optimizer program uses a 26-point analysis to give you a clear view of what’s really going on inside your business.
We use that analysis to develop a strategy that aligns all of our financial services like accounting, taxes, and payroll on one united path for optimizing the value of your business.
Too many business owners try to reach their full potential by adding onto their business rather than optimizing what they already have. We give you the strategy and partnership you need to get the full value out of your business and build a strong foundation for the future. Read More
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.