Our Services
For Individuals
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
We want to help you identify and prioritize your financial goals as well as assess your current financial situation. Through a multi-step financial planning process, we develop long-term strategies to help you realize your financial goals and account for “what if” scenarios and life’s inevitable, if not always predictable, changes. Through the years, we will continue to monitor your investment progress against the goals laid out in your financial plan. We will meet with you regularly to evaluate and update your plan as needed. Mostly, we will be here as an objective advisor for any and all of your financial decisions. Being confident that your financial affairs are in order is our overriding goal.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Financial Planning
- Tax management
- Investment management
- Asset preservation
- Retirement strategies
- Coordination of estate planning and tax planning
- Insurance and annuity products
We want to help you identify and prioritize your financial goals as well as assess your current financial situation. Through a multi-step financial planning process, we develop long-term strategies to help you realize your financial goals and account for “what if” scenarios and life’s inevitable, if not always predictable, changes. Through the years, we will continue to monitor your investment progress against the goals laid out in your financial plan. We will meet with you regularly to evaluate and update your plan as needed. Mostly, we will be here as an objective advisor for any and all of your financial decisions. Being confident that your financial affairs are in order is our overriding goal.
For Businesses
We are frequently called upon by business owners to consult on critical company-provided employee benefits. Whether to evaluate a health insurance plan for cost effectiveness or to install a new 401(k) retirement plan, our advisors supply the needed counsel to business owners to make quality, cost-effective decisions.
On the retirement plan side, we help define your business’s needs and then create and implement a plan that achieves objectives for both the plan trustees and participants. As an independent firm, we offer unbiased plan selection and personal availability to participants and administrators.
Our investment platform services include:
When business owners begin to plan for the succession of their company, advisors at Turning Point Financial are called upon again for their expertise. As the buy-sell plan gets formulated, Turning Point Financial provides ideas for the plan structure and funding programs to secure the agreement.
On the retirement plan side, we help define your business’s needs and then create and implement a plan that achieves objectives for both the plan trustees and participants. As an independent firm, we offer unbiased plan selection and personal availability to participants and administrators.
Our investment platform services include:
- Evaluation and analysis of existing plan
- Research and presentation of plan options
- Plan set-up or conversion
- Draft an Investment Policy Statement
- Ongoing investment management of plan assets
- Ongoing employee education
- Support for plan record keeping and administrative function
When business owners begin to plan for the succession of their company, advisors at Turning Point Financial are called upon again for their expertise. As the buy-sell plan gets formulated, Turning Point Financial provides ideas for the plan structure and funding programs to secure the agreement.
Securities offered through Girard Securities, Inc., a registered broker-dealer and member FINRA/SIPC. Advisory services offered through Turning Point Financial Advisors, a Registered Investment Adviser not affiliated with Girard Securities, Inc.
© 2010 Turning Point Financial Advisors. All rights reserved.Privacy Policy
Disclosures
© 2010 Turning Point Financial Advisors. All rights reserved.Privacy Policy
Disclosures