About the Business
At Turning Point Financial, we provide comprehensive financial planning services to help clients secure their retirement and ensure they never run out of money. Our experienced team takes a diversified approach to constructing low volatility portfolios, which aim to generate better returns than comparable benchmarks with less risk. We also address the risks of longevity and inflation by helping clients obtain safe sources of lifetime income that cannot be outlived.
Our services encompass retirement planning, investment management, life insurance, tax planning, and estate planning. As a result, clients can feel confident that they are on track to retire when they want to and have the resources to keep them secure in their later years.
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- Mark Kenison started Turning Point Financial in 2005 after working for Fidelity Investments for just over 10 years. As a Certified Financial Planner professional, Mark wanted to offer his clients comprehensive financial planning combined with personalized service. As a Certified Financial Planner, Mark is required to be a fiduciary for his clients. A fiduciary acts in the best interest for his client at all times, and this was one of the main reasons Mark wanted to be an independent financial planner. Turning Point Financial currently manages over $25 million of client assets.
- (704) 887-4942
- 15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed