Making sense of your financial opportunities
Save for college while you save on taxes
Protect your financial future – and your loved ones
Retirement might be many years away or right around the corner
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Whether you’re focused on growing a family or teeing up to enjoy your golden years, you have financial decisions on the horizon. And we can help. Great financial advice isn’t about products and performance. It’s about hearing your concerns. Understanding your goals. And helping you make informed decisions to build the future you want.
At Turner Wealth Management, we take a holistic approach to financial planning – which means preparing for every factor that could affect your household or business finances. We start by assessing your cash flow and helping prioritize and pay down debt. Then we design a tax-smart investment portfolio and build a roadmap to retirement.
1008 Ranch Road 620 South
Lakeway, TX 78734
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1101 Ridge Rd.
Rockwall, TX 75087
Online appointment scheduling for Nathan Bitner is now available.
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