01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Team

Jeff Jung

Turning Point Financial, LLC, was founded in 2016 by Jeff Jung.  After a 26-year career in corporate finance and a...

Have Questions?

Request more Information

Request more information

Our Services

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. Lifetime Income Need There actually is a lifetime after retirement and the need to be able to provide for a steady stream of income that cannot be outlived is more important than ever...
 

Asset Allocation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by...
 

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without...

Blogs

A Summary of 2018 Tax Changes

Jeff Jung |
Categories
Tax Planning
The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018. All of the changes represented in the new tax bill will be in effect through 2025. The first major change was the...
Houses in a neighbourhood.

Best Tax Friendly Places to Live for Retirees

Jeff Jung |
Categories
Retirement
Lifestyle
If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income. While making the decision to relocate is not something that can be done lightly, there are a variety of options available nationwide that may allow you to retain more of your retirement income. Of course, taxes alone are not the only...

Financial Missteps to Avoid

Jeff Jung |
Categories
Finance
Savings
College
While so much of personal finance is common sense – don’t spend more than you make, don’t buy a house you can’t afford, start to invest money while you’re young, many young people today enter the workforce fresh out of college, with a boatload of student loans, and with no clue how to properly manage their money. The truth is that many young adults struggle out of college, finding themselves further in debt in just...