Turning Point Financial, Inc.

Mark is knowledgeable in all aspects of financial planning. He is patient and takes the time to thoroughly review the numerous financial vehicles available to ensure he understands and can meet the needs of his clients. Mark helped me enact a plan that meets my short and long term goals. He is proactive and stays in touch to ensure my plan remains on target or requires adjustments. I now have financial security for my retirement years. I am debt-free, have reserve funds, sufficient emergency reserve funds, and my retirement funds are maximized. I trust Mark completely and recommend him 100%...

I would like to give a response to the help and advice I received from Mark. He gave me the best info I needed to make the best decision in my situation. I retired early due to physical issues and he gave me the clarity I needed to make the best decision. He saved me thousands in fees. I didn't get that from info from the "professionals" that I turned to help me when I needed an impartial opinion. The tax knowledge he has...helped me immensely. He truly has his clients best interests in mind.

In sharing my goals and liquidity, Mark has been able to suggest options that I normally would have absolutely no clue about. In so doing, I understand more about possible outcomes and can make intelligent choices based on his experience and expertise. I am genuinely appreciative for this and to continue working together in the future.