Broker Check

Get To Know Us

We’ve Got Your Back

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.

Meet the Team

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us