Turning Pointe Financial

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Turning Pointe Financial Our goal is to provide assistance in working towards financial freedom. We have the skills, knowledge, and experience to help reach financial goals.

Our goal is to become a resource for every client. We have a CERTIFIED FINANCIAL PLANNER™ professional. Our goal is to provide families and business owners with assistance in working towards financial freedom. We have the skills, knowledge, and experience to help client’s reach their financial goals. Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia

You can get life insurance coverage with no medical exam. Contact me to learn if you qualify.
09/17/2026

You can get life insurance coverage with no medical exam. Contact me to learn if you qualify.

I can help you find term life insurance that fits your needs and your budget. Contact me to learn more.
09/15/2026

I can help you find term life insurance that fits your needs and your budget. Contact me to learn more.

Let’s talk about how affordable and simple gaining financial security for your family can be. Ask me how I can help.
09/10/2026

Let’s talk about how affordable and simple gaining financial security for your family can be. Ask me how I can help.

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.
09/03/2026

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ...
08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't ...
08/20/2026

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

A 2013 Cambridge University study found that money habits begin forming by age 7!🎒📓✏️ As you prepare for back-to-school ...
08/17/2026

A 2013 Cambridge University study found that money habits begin forming by age 7!

🎒📓✏️ As you prepare for back-to-school season, consider adding financial education to your checklist. These age-appropriate money lessons can help children build positive habits.

Turn everyday activities into valuable opportunities to teach important financial concepts and help set your children up for success!

Which of these steps have you already taken with your kids?

Thinking about retirement? You're not alone and these 5 facts might surprise you. Retirement planning is about more than...
08/13/2026

Thinking about retirement? You're not alone and these 5 facts might surprise you.

Retirement planning is about more than just numbers. It's about understanding the bigger picture and making informed decisions for the future you envision.

Starting the conversation today can help you feel more confident about what’s ahead.

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💬 Have Questions? Our team is always here to talk things through

🌍 Leave footprints that inspire generations! 🌍 August is What Will Be Your Legacy Month, reminding us that every action ...
08/13/2026

🌍 Leave footprints that inspire generations! 🌍 August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

August is Make-A-Will Month!How will your assets, possessions, and digital presence be distributed and managed?Now is th...
08/07/2026

August is Make-A-Will Month!

How will your assets, possessions, and digital presence be distributed and managed?

Now is the perfect time to have your wishes clearly outlined. Creating a will isn't just about assets; it's about leaving a legacy and protecting your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
✅ Outline how you want your family to be cared for, especially any children under 18.
✅ Manage conflicts and minimize potential misunderstandings by providing clear instructions.
✅ Ensure your assets and personal belongings are distributed according to your wishes.

Having your affairs in order = Comfort for you and your loved ones 💙

Let's make this month count by taking steps towards your future! Have you already started planning?

📜🔒

Address

262 Lyons Road
Basking Ridge, NJ
07920

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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