Turning Pointe Wealth Management

Oct 2017

Keith is the financial planner for a good friend of mine. From what I've heard Keith is professional and a very easy person to work with; However, he is also primarily an insurance salesmen who tried to pressure my friend into buying Whole Life insurance as a retirement investment vehicle. I would vouch for the service that Keith is providing if it was independent. However, since Keith is not paid for his services it is presumed that his source of income is to convince unwitting people to buy poor retirement plans (such as whole life insurance). This prey upon the weak mentality has no place in the financial services sector. Please straighten up your act Keith.