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745 Falmouth Road, Hyannis, MA 02601

508-426-7222
chrisfredo@turningpointfg.com
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Services

How we help

We specialize in helping our clients develop sound retirement strategies. If you are retired – or approaching retirement – you have a lot of questions an a lot of decisions that need to made. We help by providing personalized, hands-on service. We work with you every step of the way. We don't use jargon and we believe in helping educate our clients about financial concepts and products so they can make informed decisions. 

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

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Retirement

We get to know you and your needs, risk tolerance, and timeline. We then craft a strategy tailored to your goals. As fiduciaries, we are product agnostic, utilizing various account types. 



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Taxes

Taxes matter.  A lot.  Are you using gifting and other tax reduction strategies? Use tax-advantaged accounts wisely.  Realize gains strategically.  Harvest losses. Taxes are likely the biggest expense you have in your entire life. Plan for it strategically. Has gifting and other tax reduction strategies been evaluated?

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Investments

We get to know you and your needs, risk tolerance, and timeline. We then craft a strategy tailored to your goals. As fiduciaries, we are product agnostic, utilizing various account types. With our access to the universe of investment products portfolios might include any of the following:

  • Laddered Bonds
  • Corporate & Municipal Bonds
  • Money Market Accounts
  • Fixed & Indexed Annuities
  • Government Securities
  • ETFs
  • Mutual Funds
  • Common, Preferred & Convertible Stocks
  • Alternative Investments
  • REITS
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Estate

With ever changing tax laws, estate planning can be a real challenge.  Ask yourself these questions::

  • Did you title your assets properly?
  • Has your will been reviewed recently?
  • Do you have a health care proxy and power of attorney?
  • Have your beneficiary designations been reviewed?
  • Are your assets protected from an extended illness?

If you’re not absolutely sure then we are here to help. 

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Business

Often your business is your largest asset and so the transition into retirement must be carefully planned. We can help you recruit and retain employees plus special options are available to help you meet your own financial goals. Talk to us about: 

  • Estate Equalization
  • Continuity Planning
  • Succession Planning
  • 401(k), 403(b) Plans
  • SEP, SIMPLE Plans
  • Solo(k) Plans
  • Defined Benefit Plans
  • Executive Benefits
  • Key Man Insurance
  • Deferred Compensation
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Financial Planning

You have an attorney, accountant, and insurance agent. You get advice from well-meaning friends and relatives.  Who looks at the big picture? Who is looking out for your needs? We can do something you can never do. We can be objective about your money. We can help with:

  • Financial Planning
  • Tax Reduction Strategies
  • Retirement Planning
  • Retirement Income Strategies
  • Estate & Legacy Planning
  • Insurance Planning
  • Wealth Accumulation 
  • Charitable Gifting
  • Education Funding 
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We are committed to providing you with the information you need to make timely, informed decisions about your financial future.

Business solutions

Business solutions

Your business is likely your largest asset. We can help you recruit and retain employees. Special options are available to help business owners leverage their organizations to meet their personal retirement goals. Talk to us about:   

  • 401(k) and 403(b) Plans
  • SEP, SIMPLE Plans Solo(k) Plans
  • Defined Benefit Plans
  • Executive Benefits
  • Deferred Compensation
  • Group Health Insurance
  • Key Man Insurance

 It then takes careful planning for business owners to transition into retirement. We can help with: 

  •  Succession Planning
  • Continuity Planning
  • Buy/Sells
  • Estate Equalization 
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Investments

Investments

We get to know you and your needs, risk tolerance, and timeline. We then craft a strategy tailored to your goals. As fiduciaries, we are product agnostic. We utilize brokerage, IRA, Roth, and other types of accounts depending on your needs. Your portfolio might include any of the following: 

  • Laddered Bonds
  • Corporate Bonds, Municipal Bonds
  • Money Market Accounts
  • Fixed, Indexed, & Variable Annuities
  • Government Securities
  • ETFs, Mutual Funds
  • Common, Preferred & Convertible Stocks
  • Alternative Investments
  • Options
  • REITS
Learn more
Financial planning

Financial planning

You have an attorney,  accountant, insurance agent, and perhaps a stock broker. You get advice from well-meaning friends and relatives. Who looks at the big picture to help you edge closer to your idea of financial health? Who understands you and your needs? As a CFP and a fiduciary, I am ready to provide personal guidance. This includes: 

  • Financial Planning
  • Education Funding
  • Retirement Planning
  • Retirement Income Stratgies
  • Insurance Planning
  • Tax Reduction Strategies
  • Wealth Accumulation
  • Estate and Legacy Planning
  • Disability Income Planning
  • Long-term Care Planning
  • Charitable Gifting
Learn more

Contact Us
Let's Get Started

We would love to get to know you and learn about your financial goals. Give us a call and let's get you on the road to a better financial future. 

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