Broker Check
Professional Money Management The 8 Wealth Management Issues® Video Series The Realities of Divorce Investing through Distractions

Where Do You Want Your Financial Path to Take You?

From the evening news to financial product carriers it seems everyone has a different opinion on how you should manage your money and plan for the future. With so much contradictory advice, it can be difficult confidently deciding what will work for your specific circumstances. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Turner Wealth Management, we want to serve as a financial advocate you can trust to provide unbiased advice, knowledgeable yet easy-to-understand education, and customized strategies tailored to your specific situation. For more than a decade, we have committed our practice to helping our clients develop a personalized financial roadmap designed to guide them toward their desired destination. We strive to empower them to make confident decisions and take an active role in their financial strategies.

Based in Lakeway, Texas, we work with clients in the greater Austin and Houston areas. We take great pride in knowing that we directly contribute to helping our clients pursue their dreams, and we look forward to doing the same for you.

*Investment and financial services are offered by John Turner through his affiliation with HD Vest.



Helpful Content

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

 

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

A Reminder of Why It's Important to Take a Long-Term View

The recent market drop is an important reminder of why it's important to take a long-term view.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Surprises

Making the most of surprises is a great reason to work with us.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos arrow