Turning Point Benefit Group

Specialties

Turning Point Benefit Group is your single source for financial planning, investment management, retirement projections and tax planning solutions. Whether you’ve already retired or are still preparing for retirement, we will work hard to help you navigate the process of retirement preparedness.

Whether it’s complex asset management with a team of nationally recognized investment specialists, or simple planning advice with a straightforward portfolio, we can help create and manage a portfolio that works for your unique situation.

History

Established in 1994.

Founded in 1994, Turning Point Benefit Group is an independent financial services firm providing custom financial planning and investment services to working and retired individuals, as well as businesses and their employees. With more than 70 years combined experience, our team of advisors offers the knowledge, insights and professional perspective to help you make the most of every aspect of your benefits and investment portfolio.

Our firm was started decades ago by retirement planning advisors who concentrated on the educational market — both K-​12 and higher education. From the beginning, our focus has continued to be to help individuals and small businesses identify their retirement goals and then fund them appropriately. We’ve helped hundreds of people tackle the tough decisions they face at retirement, creating income streams to help offset expenses.

Meet the Business Owner

Kathy T.

Business Owner

Kathy enjoys creating easily implemented, easily understood retirement plan solutions for employees and retirees. She works energetically and enthusiastically to serve others, earning the trust of retirees and pre-​retirees for over 20 years with her ability to simplify complex financial concepts. She enjoys showing her clients how to invest properly to suit their values, ambitions and lifestyles– helping them achieve their desired retirement lifestyle while leaving a legacy.

A licensed financial advisor and insurance agent, Kathy has spent her career working with employers and individuals in the retirement planning arena, building strong, long-​lasting client relationships. She has earned her LUTCF and FSS professional certifications from the American College in addition to her undergraduate degree as a young adult. She has been actively involved in various charities serving children — especially impoverished children with acute medical conditions. She is married and has four children