Broker Check

Serving Individuals

It’s never too early—or too late—to plan your future. Our financial advisors can help customize a strategy that can address all of your life events:

Life Events

  • Marriage
  • Buying a Home
  • Birth of a Child
  • College Tuition
  • Retirement
  • Caring for Disabled or Elderly Relatives
  • Death of a Spouse or Loved One

You need a strategy to achieve your life’s goals, and you need a plan that helps prepare you for the unexpected. We can customize a plan that works for you.

We can tell you what doesn’t work:

Investments made without planning. The number one mistake investors make is investing without a strategy. When they do that, their investments become like a junk drawer—a mix of products, some useful, some not, but none of them organized in a way that maximizes their potential.

Investing without a plan can create financial turmoil. Whatever your challenges, we’ll stand in the middle of them with you, and try to solve your problem. We’ll show you how you can effectively diversify your portfolio, and how to plan for these life events, from start to finish.

Turning Pointe Financial was founded on 75 years of experience in retirement planning for public sector employees, however, our expertise doesn’t stop there. Our advisors are able to assist you with three key areas of investing and managing your money:

Retirement Planning

Take charge of your future by planning for retirement now.

  • 403(b)
  • 457(b)
  • 401(k)
  • SEP
  • IRA
Am I Saving Enough?

Wealth Accumulation

Make your money work for you and your goals.

  • Mutual Funds
  • Variable Annuities
  • Managed Money
  • Brokerage
Reach Your Goal

Risk Protection

Plan for the inevitable and the unexpected.

  • Life Insurance
  • Disability Insurance
  • Long-Term care
  • Estate Planning
Protect Your Loved Ones