Financial Services | Turning Pointe Wealth Management

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

WE PROMISE TO COMMIT TO YOU:

Transparency: We will be transparent, clear and honest with you in all communications regarding our process, compensation and companies we work with.

Communication: We will take the time you need to discuss all questions, concerns and ideas that you have.

Action: We will present options and provide clear advice for what we believe are your best choices based on your goals, and outline a time frame to take action.

TRANSITIONAL WEALTH PLANNING

Our Wealth Management Team specializes in providing services to individuals and families with assets in one of the following life transitions:

Retirement – Assist clients to stack income sources to meet retirement needs, and how to leave a legacy to loved ones or charitable interest
Business Owners – Coordinate various professionals to manage before, during, and after a business liquidation or sale
Change in Marital Status – Assist to understand the financial impacts of a settlement agreement, and how to protect and grow their assets
Inheritance – Identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.
Sale of Real Estate – Assist to understand the financial impacts of a potential sale or exchange of real property
Job/Career Transition – Aggregation of retirement accounts and investment management needs

We help you navigate through these transitional periods with our knowledge, experience, and integrity.

Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

keith@tpwm.co | 480-987-2700