At TurningPoint Retirement Strategies, Californians find expert advice in financial planning with IRAs, 401(k)s, rollovers and transfers, pensions, Social Security, Medicare and retirement income. They have grown to rely on the customized attention that Leon James and his staff offer. TurningPoint delivers true one–stop financial services backed by a wealth of experience.
TurningPoint Retirement Strategies Difference
Leon James of TurningPoint Retirement Strategies holds the esteemed CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation. He is a published financial author and has over 35 years of experience in helping people overcome their financial and retirement challenges. Residents of South Orange County trust the expertise and boutique service that TurningPoint provides.
PROBLEMS WE SOLVE
MAXIMIZING SOCIAL SECURITY
Get the most out of your social security
investing
Manage your assests with peace of mind
retirement income planning
Let us help you plan your future
let’s start creating your individualized plan
Contact us today and let us help you create a financial plan that is tailored to your personal goals.
