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Every Stage Leads to a Turning Pointe, What's Yours?

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Client Centered

In 2011, after more than 15 years as a financial service advisor, I reached my Turning Pointe. It had become clear to me that the best way to provide unbiased strategies to my clients was to do it from a platform that would always put their needs first.

So, I developed the Turning Pointe Method, which provides individually tailored advice to each of our clients. Using my method, we start each client relationship with a different kind of conversation: one that is based on strategies that are the most critical and important issues in our clients lives, working towards the next Turning Pointe.

Do You Have A Business Dream That You Would Like To Pursue?

My mission is to truly integrate our clients’ goals and plans with their financial lives. What are your goals and plans? If you don’t know that you are on optimal path to attain your goals, contact me today to get started.

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