Turnpoint Wealth | Retirement and Wealth Planning in Raleigh and the Triangle
Three generations of a family walking together on the beach
Retirement planning, Raleigh NC

Retirement changes the job your money has to do.

Turnpoint Wealth helps professionals in their 50s and 60s in Raleigh and the Triangle plan for the decisions before and after the paycheck stops.

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Fiduciary

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.

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.

See Our Approach
  1. 01How much can you spend?
  2. 02Which accounts should you use first?
  3. 03When should you take Social Security?
  4. 04What happens if you retire before Medicare?
  5. 05How should your investments change once the paycheck stops?
Retirement is close enough to feel real, but important questions are still unsettled. We help evaluate retirement timing, spending, withdrawal strategy, taxes, Social Security, healthcare, investments, and the other decisions that become more connected in the final working years. Once the paycheck stops, the plan moves from theory to real life. We help coordinate retirement income, portfolio withdrawals, tax decisions, Social Security, required distributions, and changing spending needs as retirement unfolds. Company stock, RSUs, concentrated positions, retirement plans, and tax consequences can make the transition out of work more complicated. We help bring those pieces into the same retirement conversation.
Explore Who We Serve
Read the Retirement FAQs
Build a clearer picture of when retirement may be feasible, what your savings may support, and how income could be created once work stops. Evaluate which accounts to use, when to use them, and how withdrawals, Roth conversions, Social Security, capital gains, and required distributions may affect the tax picture. Align investment decisions with the job the portfolio needs to do before and during retirement, while accounting for time horizon, spending needs, risk, and the broader financial plan. Coordinate company stock, RSUs, concentrated positions, vesting events, diversification decisions, and tax considerations with the retirement timeline. Evaluate claiming timing, retirement dates, healthcare before Medicare, enrollment decisions, and how income may interact with Medicare premiums. Keep beneficiary decisions, estate documents, family priorities, charitable goals, and legacy planning connected to the rest of the financial picture.
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About Turnpoint Wealth
RFG Advisory team working together
Retirement involves more than choosing a date. Use this checklist to review the financial decisions that may deserve attention before the paycheck stops, including income, taxes, healthcare, Social Security, investments, and estate planning. A practical look at ten planning areas to review as retirement approaches, with questions designed to help you identify what is already in place and what may still need attention.
Get the Retirement ChecklistDownload the Retirement Readiness ChecklistDownload the Retirement Top 10 Guide