Your interests come first.
As a CFP® professional and investment adviser representative, Tyler Brown provides fiduciary advice built around you. That means your financial plan, your goals, and the life you want to build guide the recommendations, not a product or sales agenda.
The turn point into retirement.
For most of your working life the goal is familiar: earn, save, invest, repeat. Retirement changes the questions.
That transition is the turn point. We look at those decisions together, so you can see what matters now, what can wait, and how one choice affects another.
- 01How much can you spend?
- 02Which accounts should you use first?
- 03When should you take Social Security?
- 04What happens if you retire before Medicare?
- 05How should your investments change once the paycheck stops?
Planning for the years when the decisions start to change.
Turnpoint Wealth primarily works with people approaching retirement or adjusting to life just after it begins. Many have spent decades building a career and saving consistently. What they want now is a clearer answer to whether the pieces actually work together.
Retirement planning is not one decision.
The years around retirement bring several financial decisions together at once. Turnpoint Wealth coordinates the pieces so you can evaluate them as one plan instead of a collection of separate accounts and deadlines.
Personal advice, supported by a broader platform.
Turnpoint Wealth is powered by RFG Advisory, an SEC-registered investment adviser platform that supports independent financial advisors. Clients work directly with Tyler, while Turnpoint Wealth draws on the people, technology, investment resources, and operational support behind the platform.
Not ready to schedule a meeting yet? Start here.
Good retirement planning usually starts before there is an urgent decision to make. These guides can help you organize the questions worth addressing as retirement gets closer.
4208 Six Forks Rd, Suite 1000
Raleigh, NC 27609