Call us: 480-987-2700
Email: ClientSupport@TPWM.co
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When will you reach your next Turning Pointe?

Financial Planning

At Turning Pointe Wealth Management, we offer three levels of services depending on your needs, the amount of your investable assets, or your net worth.  Additional services and financial plan development or updates based on project consulting or hourly rates.

Compass Investor

Turning Pointe Planner

Turning Pointe Navigator

  • Goals and objectives review
  • Custom analysis of risk tolerance
  • Investment management agreement
  • Overall net worth analysis
  • Cash flow and budget review
  • Asset allocation review
  • Portfolio rebalancing
  • Portfolio performance reporting
  • Tax and cost-basis reporting
  • Business balance sheet review and analysis
  • Retirement needs analysis
  • Income distribution strategies
  • Education planning and funding
  • Tax planning
  • Comprehensive insurance planning
  • Estate planning services
  • Consolidated online account access
  • Secure e-document organizer
  • Financial plan updates*

  • Goals and objectives review
  • Custom analysis of risk tolerance
  • Investment management agreement
  • Overall net worth analysis
  • Cash flow and budget review
  • Asset allocation review
  • Portfolio rebalancing
  • Portfolio performance reporting
  • Tax and cost-basis reporting
  • Turning Pointe Financial Plan*
  • Strategic planning for wealth conservation
  • Charitable gifting strategies
  • Trust creation and asset integration
  • Tax-optimized investing and giving
  • Executive compensation planning for: Deferred compensation, Stock option, Concentrated portfolios
  • Business financial planning

  • Business balance sheet review and analysis
  • Retirement needs analysis
  • Income distribution strategies
  • Education planning and funding
  • Tax planning
  • Comprehensive insurance planning
  • Estate planning services
  • Consolidated online account access
  • Secure e-document organizer
  • Financial plan updates*

  • Goals and objectives review
  • Custom analysis of risk tolerance
  • Investment management agreement
  • Overall net worth analysis
  • Cash flow and budget review
  • Asset allocation review
  • Portfolio rebalancing
  • Portfolio performance reporting
  • Tax and cost-basis reporting
  • Turning Point Financial Plan*

 

Investment Advisory Services Offered Through CUE Financial Group, Inc. a SEC Registered Investment Advisor.  Securities Offered Through Foothill Securities Inc., Member FINRA & SIPC.  Foothill Securities, CUE Financial and Turning Pointe Wealth Management are not affiliated.

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