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

Where Is the Market Headed?

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?”

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for College

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

Long-Term-Care Needs

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

Your Cash Flow Statement

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

View all presentations arrow

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Tap Retirement Savings to Fund College?

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

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?

The Other Sure Thing

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

View all videos arrow