Our Mission

At Turning Pointe Financial, we make it our mission to support your financial life. In addition to providing the tools and strategies to achieve your goals, we deliver the knowledge and education to help you take command of your financial situation. While forging your own financial future, we work to help enhance the financial well-being of you and your family for generations to come.

As a relationship-driven firm, we believe that sound partnerships start with independence, trust, and transparency. By working as a team and drawing on our specialized network, we dedicate ourselves to guiding you toward achieving your financial goals and enhancing your financial freedom. We are inspired by your values, motivated by your ambitions, and determined to provide comprehensive solutions.

Our Commitment

Relationships have always been at the heart of our practice. Though the financial world is in a constant state of evolution, one element remains crucial to success: the ability for us to truly understand and fulfill the needs of their clients. As your financial professionals, we endeavor to build customized strategies that take everything into consideration.

For individuals and families, we are committed to growing and protecting your assets. We understand the pressures and concerns of family life, and we strive to provide the confidence that you and your loved ones will be taken care of no matter what the future may hold.

For teachers and educators of all backgrounds, we strive to provide the financial leadership, education, and guidance your busy career demands. We specialize in breaking down complicated issues into easy-to-understand solutions that help you fulfill your vision of retirement.

For pre-retirees and retired investors, we are dedicated to helping you plan with confidence. As your advocate, we strive to simplify and strengthen your financial life so you can enjoy your golden years and never be burdened by them.

We're Proudly Independent

We build personalized strategies for every client. We are not a one size fits all type firm. We are not limited to one company's products but have the freedom to choose from an array companies and solutions to meet your unique needs.

We Speak Your Language

We speak your language to ensure you have a clear understanding of what we're going to do with your money. Our on-going communications provide continual transparency so you'll stay informed on the markets and know what's happening with your investments.

We Work to Make Your Life Easier

We want to add convenience to your life, and many of our services are designed to do just that. Whether working in tandem with other financial professionals or providing holistic planning services we're on your team and offer simplicity and clarity for you.

We Make it Personal

It's our job to understand the complexities of your situation and our investment plans are designed with your personalized goals in mind. We'll continually evaluate your plan to make sure it is on track toward meeting your goals and updated as your life changes.