How does the advisor help clients – Key Takeaways:
TURNING POINT FINANCIAL, LLC is a trusted financial advisory firm dedicated to providing expert guidance and support to clients. With years of experience in the industry, their advisors offer comprehensive financial planning and investment management services to help clients achieve their unique financial goals. Whether it’s retirement planning, wealth building, or asset protection, TURNING POINT FINANCIAL, LLC has the expertise to assist clients in making the best financial decisions for their futures.
Facts and Insights
TURNING POINT FINANCIAL, LLC has been in business since 2005, and their team of advisors collectively has over 50 years of experience in the financial industry. Furthermore, they currently manage over $500 million in assets for their clients, highlighting their extensive knowledge and successful track record in handling investments. With their deep understanding of the market and financial landscape, they are well-equipped to help clients make informed and strategic decisions when it comes to their money.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
TURNING POINT FINANCIAL, LLC offers a wide range of financial services to address the diverse needs and goals of their clients. These services include retirement planning, investment management, estate planning, tax planning, insurance planning, and more. Their advisors work closely with clients to understand their unique financial situations and develop personalized strategies to help them achieve their long-term financial objectives.
Client Types
TURNING POINT FINANCIAL, LLC caters to a diverse range of clients, including individuals, families, and businesses. Their team has experience working with clients from all walks of life and understands that each client has unique financial needs and goals. By providing tailored advice and solutions, they ensure that every client receives the personalized attention they deserve.
Fees & Compensation
TURNING POINT FINANCIAL, LLC is a fee-only firm, which means their advisors do not receive commissions or incentives for recommending certain investments. They are committed to providing unbiased, objective advice that is solely in the best interest of their clients. Furthermore, their fees are transparent and easily understandable, with no hidden costs or surprises. This approach ensures that clients have peace of mind knowing that their advisors are working with their best interests in mind.
Background
The team of advisors at TURNING POINT FINANCIAL, LLC is comprised of experienced and highly qualified professionals who are dedicated to providing exceptional service to their clients. Their advisors hold various industry certifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®), which demonstrate their expertise and commitment to upholding the highest ethical standards in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, TURNING POINT FINANCIAL, LLC is required to disclose any potential conflicts of interest to their clients. This includes any relationships with third-party financial institutions or any potential conflicts that may arise when providing financial advice to clients. They are committed to transparency and ensuring that clients have all the necessary information to make informed decisions about their finances.