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

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Bridging the Confidence Gap

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

View all videos arrow