Your Advocates For Financial Health and Employee Benefits
Advocates for you, your business and your employees
Our mission is to serve our clients to the highest fiduciary standards.
In an industry that often faces criticism, our team takes pride in doing good work for the right reasons. As an independent firm, we're not tied to any single financial or insurance company. This independence allows us to:
Offer unbiased solutions tailored to our clients' needs
Operate as fiduciaries across all lines of business
Prioritize our clients' best interests at all times
We believe in transparency, integrity, and personalized service, ensuring that every recommendation we make aligns with our clients' financial goals and values.
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No Rendering of Advice
Turning Point Financial Advisory is a Registered Investment Advisor registered in the state of Florida. Turning Point Financial Advisory provides asset management and related services for clients nationally. Turning Point Financial Advisory will file and maintain all applicable registrations as required by the state securities regulators and/or the Securities and Exchange Commission ("SEC"), as applicable. Turning Point Financial Advisory renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about Turning Point Financial Advisory. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor.
Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).
Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.
We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
Disclaimer of Warranties and Limitations of Liability
This website is provided on an "as is" and "as available" basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.
Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.
Turning Point Financial Advisory will provide all prospective clients with a copy of our current https://adviserinfo.sec.gov/firm/summary/326604 prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.
If you have any questions regarding Compliance and Regulatory information, please contact us.