About us
Turning Point Financial, Inc. was founded in 2005 with a mission of helping individuals who are facing major life events to define, achieve, and live their dreams. Examples of this would include people nearing or already in retirement, selling a business, starting a business, facing a chronic illness, losing a loved one and more. After helping a client to gain a clear vision of what success looks like for them, customized financial plans are designed to ensure that they will accomplish their goals. Clients of Turning Point Financial are able to go through these life events with peace of mind, knowing that they can achieve success. Since 1995, Mark has helped hundreds of clients from all over the country to comfortably retire and live their dreams. His expertise is in protecting, preserving, and shielding clients’ wealth from the various risks that they face each day. Mark has a genuine concern for his clients’ financial well being and always puts their interests first. Based on his years of experience and expertise, he makes recommendations that improve his clients’ financial well being. This has enabled him to successfully meet the retirement planning needs of his clients while building long-lasting, meaningful relationships with them. His clients find him both personal and dedicated to his work. We help clients protect and grow their wealth, ensuring a long and successful retirement. Helping clients get rich SAFELY is our goal! Mark earned a bachelor’s degree in Finance from the University of Utah. He is also a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Life Underwriter. Mark is an Investment Advisor Representative for Turning Point Financial, Inc., a North Carolina state Registered Investment Advisory Firm, which he founded in 2005. He is also a member of the Financial Planning Association. Mark is also a licensed Life & Health insurance agent. Mark and his family live near Charlotte, NC. With four active boys and one girl, there is never a dull moment in their home. They love spending time together, having fun and enjoying the outdoors, and beekeeping. Mark and his wife are very active in their faith and enjoy serving in their church and community.
Business highlights
Services we offer
ACA Compliant Health Insurance, Estate Planning, Investment Management, Life Insurance, Medicare Insurance, Retirement Planning, Tax Planning
Amenities
Free Estimates
Yes
Accepted Payment Methods
- CreditCard
| Number of Stars | Image of Distribution | Number of Ratings |
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| 92% | ||
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We found Mark to be knowledgeable and easy to work with. He asked a number of questions to ensure he had a good understanding our our financial situation and risk tolerance. He reviewed the analysis results with us. He did recommend some changes to our portfolio, and also provided a couple of options to consider. The recommendations seemed to align well with our investment objectives and risk tolerance. In reviewing the analysis, we did find a couple of items that weren't quite right. He volunteered to adjust those items and rerun the analysis, which he e-mail to us within a couple of days.
We are considering meeting periodically with Mark in the future, to get a second opinion as our financial situation changes. We would also consider having Mark manage our portfolio if we were ever decide not to self-manage our portfolio at some point.
continue our relationship. We were comfortable making this move, because Mark had demonstrated steady financial discipline and unwavering integrity.
With Mark, we feel we receive the best of both worlds: large investment firm experience combined with more personal attention and
flexibility.
Mark?s style is not pushy or arrogant; rather he is inclusive and knowledgeable. He takes the time to connect on a personal level to understand our needs and tailor investments to meet our goals.
I no longer worry about our finances, because I trust that Mark is treating our funds as though they were his own.
"Thanks for the review Mr. [Member Name Removed]! I look forward to working with you again in the future."
lost a lot of money . Finally I was introduced to Mark. He discovered
that Wells Fargo had my money in accounts making money for themselves. .
Mark has been my financial advisor for over two years now . .Ever since
Mark took over my portfolio it has been increasing dramatically. Recently I purchased a new home. He has been been giving me great advise and has been joining calls with the lenders as needed. I couldn't have done it with out him.
In closing Mark is professional, detailed and proving everyday to be a invaluable asset to me.
"Thanks [Member Name Removed]! I have really enjoyed working with you too, and I'm looking forward to helping you and your husband achieve your retirement goals. You are a great example the success that comes from working hard and being smart with your money. I know you are going to have a great retirement, and you've earned it!!"
"Thanks for the review [Member name]! It was great to work with you, and I wish you the best in achieving your financial goals. Give me a call if there is anything else I can do for you."
He found that special person in Mark Kenison.
My husband was impressed with him when he handled our account at Fidelity. Then when he went out on his own, my husband tracked him down and engaged him to be our financial caretaker.
We have been working with Mark since 2003. As I am a widow for some years now, the faith my husband put in Mark was well-placed. The portfolio, although conservatively invested, has grown substantially.
I consider Mark, not only wise and prudent with my investments, but a good friend, concerned with my general well being also. He tells a really good joke, too!
I am also saving thousands each year on fees that I was paying to the larger banking institution. Mark's fees are more than reasonable and competitive.
Licensing
State Contractor License Requirements
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