Covington, LA Office

Turning Point Financial serves individual and family clients (including high‑net‑worth individuals), entrepreneurial business owners, and certain retirement plan clients, offering financial planning, discretionary investment management, and model-based asset management. The firm also provides tax and accounting services, business valuation, and insurance product recommendations as part of its service mix.

The firm uses a team‑based, fiduciary planning process that combines client data gathering, behavioral and financial risk profiling (via third‑party tools), and both customized and model portfolio solutions. Turning Point typically implements discretionary management through third‑party sub‑advisers (notably SEI Investments Management Company) and custodial platforms, and conducts ongoing portfolio monitoring and annual reviews with clients.

What is distinctive in the brochure is the integration of in‑house tax and accounting capabilities — Turning Point discloses a team of Certified Public Accountants who provide tax return preparation, tax planning, accounting/bookkeeping, and business valuation services — and the firm’s affiliated insurance activities: several representatives are licensed insurance agents and the firm primarily uses a general insurance agency that the brochure says is owned by the same individual who owns Turning Point Financial. The brochure also discloses third‑party marketing/sponsorship relationships with custodians and sub‑advisers and the firm’s reliance on SEI and Charles Schwab platforms, matters the firm identifies as potential conflicts and discloses to clients.