Turning Point Retirement Associates
Financial Service
Why pick this one
Turning Point Retirement Associates specializes in retirement planning for pre-retirees and offers personalized financial strategies aligned with clients' values.
Best for
- pre-retirees seeking retirement transition planning
- professionals and executives needing comprehensive financial strategies
Look elsewhere if
- individuals seeking basic or one-size-fits-all financial advice
- clients needing immediate financial action without extensive planning
Specialties
- retirement planning
- financial planning
- tax planning
- investment planning
Certifications
- CFP®
What makes them different
- fiduciary financial advisor
- specializes in pre-retirees aged 59 to 64
- offers a unique five meeting financial life visioning program
- tailors financial plans to clients' personal values
- Serves
- Dayton, Wake Forest
Distilled from this business's own website.
Contact & Location
- Address
- 5540 Centerview Dr Ste 200, Raleigh, NC 27606
- Phone
- (919) 424-3943
- Website
- http://www.turningpointra.net
- tom.thalman@turningpointra.net
Services
- comprehensive financial planning