Business Owners
Don't let the business be your whole retirement plan. Save outside it while times are good and plan your exit years before you step away.
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My Approach
Tax-focused planning for people 55–65: Social Security, retirement income, Roth conversions, and equity comp. Every meeting starts with what matters most to you. As a fiduciary, your interests come first.
The Clients I Serve
Executives
Treat company stock as a decision, not a default. Know what you own, when it vests, and how much of your retirement depends on one company.
Retirees or Seniors
Revisit your plan every year. Spending, taxes, markets, and health change, and small adjustments early are easier than big ones later.
Also: Pre-Retiree
Major Milestones I Specialize In
Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I help people in the Raleigh area plan for the years just before and after retirement, when decisions about income, taxes, Social Security, healthcare, and investments start to depend on each other. My approach starts with the problem. What are you actually trying to solve? Can I retire? How much can we spend? When should we claim Social Security? What should I do with this company stock? The plan is built around those questions. Investments are one part of the answer, not the whole answer. I have spent nearly two decades in financial services, including 11 years at Fidelity Investments, followed by Fisher Investments and Edelman Financial Engines. In April 2025 I founded Turnpoint Wealth to build a more direct, planning-first relationship with clients. I hold the CERTIFIED FINANCIAL PLANNER® certification and work as a fiduciary.
Disclosures
Advisory services offered through RFG Advisory, LLC, a registered investment advisor. Turnpoint Wealth and RFG Advisory are unaffiliated entities.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.