Turning Point Financial Group

Financial Partner For Life Transitions | Financial Planning & Divorce Planning

Specializing In Working With Divorced and Widowed Individuals

Trusted Partner

During any transition you can feel stress, confusion and concern about making the right decisions. We've been there, we get it, we can help.

Vision Approach

Planning for the future takes a discplined analysis. Our step by step approach keeps the process simple, but on point so we become your anchor for your financial future.

Unbiased Advice

Your financial future is deeply personal to you. We want to provide the best advice for your peace of mind. We believe in timely, unbiased investment advice, with the highest level of integrity and service.

 

Life is full of roads with many curves, let us take the wheel and help guide you through your next Turning Point in life.

 

 

Specializing in Working With Divorced and Widowed Individuals

 

Why Turning Point Helps You Navigate Your Path

Roadmap
Your Financial Future
Full of New Opportunities
The path to a stable financial future starts with a roadmap that helps you get a clear picture so you can get a handle and control of your money. Helping you accomplish...
  • Clarity
  • A solid plan
  • Adaptability
  • Hope
  • Peace of Mind
  • A Partner to lean on & so much more

Schedule A Consult
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What’s important to you is what’s important to us. We keep our focus on your financial goals, so you can enjoy life, simply.

Want to learn more about our process?

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How We Help You

We are a financial firm that deals with select clientele, including Widowers and Divorcees.

For times when you are lost and looking for a road map, Turning Point Financial knows where you need to go. We are leading the way on your wealth management journey, so grab your compass and head towards peace of mind.

Your financial peace of mind starts at a turning point.

Asset Management Services

Turning Point Financial Group Compass Logo 1

Turning Point Financial Group makes what seems like complicated financial planning sound so simple.  Our goal is to speak to you in plain English and without a lot of fluff. We want you to have honest information explained in ways leaving you feeling energized and excited, rather than overwhelmed and confused.

Complicated Financial Planning - Made Simple

Turning Point Financial Group
2016-12-14T21:11:59+00:00

Complicated Financial Planning - Made Simple

Turning Point Financial Group makes what seems like complicated financial planning sound so simple.  Our goal is to speak to you in plain English and without a lot of fluff. We want you to have honest information explained in ways leaving you feeling energized and excited, rather than overwhelmed and confused.
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Turning Point Financial Group

Investment Advisory Services

Have Questions or
Ready to Schedule a Consult?

We Would Love to help you

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Turning Point Financial Group provides Investment Advisory Services offered through Portside Wealth Group, LLC. a SEC registered investment advisor.

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