Turning Point Retirement Associates

Based in Raleigh, Turning Point Retirement Associates is a financial planning firm serving individuals and families, including people approaching retirement. Its fiduciary approach puts clients' needs at the center of recommendations. Planning starts with a conversation about each client's goals and priorities, followed by a personalized financial plan designed to adapt as life changes. Services include retirement planning for the transition from a paycheck to retirement income, investment planning aligned with lifestyle and risk tolerance, and tax planning strategies. The firm also manages assets and provides investment management. Estate and legacy planning coordination is offered to help clients consider their family's future. The advisor works with pre-retirees, including professionals, executives, and healthcare practitioners, and explains financial topics to support informed decisions.