Turning Point Financial, LLC

Turning Point Financial, LLC Investment management and financial planning services you can trust.

01/11/2024

It’s a new year. The perfect time for review and reflection.

Is your retirement portfolio strategically developed to reflect where you are at this stage in your life? Are you taking enough risk to grow your IRA to the level needed to support your financial objectives in retirement? Or are you taking too much risk, putting your retirement nest egg unnecessarily in harms way?

We can help you answer these questions and, in the process, design a portfolio specifically for your retirement objectives. Call us today. Let’s get started!

09/02/2022

There are a number of advantages to converting your 401K with a former employer to a professionally managed IRA. We would love the opportunity to discuss it with you. Give us a call!

11/17/2021

A target fund based on your age using mutual funds with hidden fees, or a personalized portfolio designed with your financial goals and needs in mind. We prefer the latter. You?

07/16/2021

Now is not the time to take your eye off the ball. We are here to help you stay focused on your long term financial goals. Give us a call!

12/24/2020

We at Turning Point Financial would like to wish you a very Merry Christmas!!

07/29/2020

As a Registered Investment Advisor, Turning Point Financial is required to act as a fiduciary. That means, only what's best for you and your financial objectives!

01/29/2020

A well thought out plan gives you courage to stay the course. Let us help you develop that plan!

01/09/2020

It's a new year, and we think it's a good time to assess your portfolio to make sure it matches up with your financial objectives!

09/20/2019

Dealing with market uncertainty is easier when you have a well-diversified investment strategy in place. We can help you with that!

09/21/2018

We've got a new website loaded with helpful financial information as well as a number of financial calculators. Take a look and let us know what you think! www.turningpointfinancialllc.com

05/22/2018

Navigating uncertain water requires a solid plan. We can help you develop and execute that plan. Give us a call today!

12/28/2017

The end of the year is the perfect time to take stock of your financial future. Call us today. We'll do it together!

Address

1037 12th Avenue
Sidney, NE
69162

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13082549114

Website

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