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OUR COMMITMENT

Creating a Comfortable Environment and Lifelong Relationships

At Turner Wealth Management, our mission is to inspire our clients to make sound financial decisions through education, communication, and service above expectations. While we love to crunch numbers, analyze data, and solve problems, our clients are at the heart of what we do.

We want to build long-term relationships with our clients that are based on a foundation of mutual trust, shared values, and a strong sense of personal and professional integrity. One of the ways we aim to accomplish this is through our independent platform. As an independent firm, we don’t have quotas to meet or proprietary products to sell. With access to a wide range of investment strategies, research, and tools, we have the ability to create a personalized financial plan that aligns with a client’s specific needs.*

We are a process focused, not sales-oriented, firm. Our goal is to be of value to our clients. We take the time to listen to their concerns and questions, provide the financial advice they seek, and help them stay on track as they pursue their goals. We believe in open and effective communication that is personal, solution-oriented, and easy to understand. As a result, our clients know that they can call us whenever they need assistance.


HOW WE CAN HELP

At Turner Wealth Management, we work with individuals, families, and executives who are looking for financial guidance. Our goal is to provide clarity and insight into their financial future through our holistic planning process and ongoing communication.

We begin the financial planning process with an open conversation. We take the time to listen to your needs, goals, and concerns and evaluate your current financial situation. We also review the eight wealth management issues and determine your priorities. Once we have analyzed your entire financial picture, we educate you on your opportunities and share our recommendations and how we can help, should you decide to work with us. These first two meetings are provided free of charge.

Once we have agreed upon their strategies and plan, we implement and create a regular communication schedule. By proactively monitoring on a regular basis, we can help you stay on track. Acting as a reliable advisor and guide, we can objectively answer questions clients may have, such as:

■ When can I retire?*

■ What’s the risk in my investment portfolio?*

■ Can I afford to send my child to college?*

■ What are the elements of a sound estate strategy?

■ Do I have enough life insurance for my family?

■ Should I consider long-term care insurance?

■ How can I create a steady stream of income that lasts through retirement?*

■ How can I get the most out of my 401(k) and/or IRAs?*

By offering education and guidance from an experienced team, we seek to help clients pursue financial independence and security.

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

OUR PRODUCTS AND SERVICES

No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing your wealth presents. At Turner Wealth Management, we believe there are eight wealth management issues that are critical for our clients to address. We use these eight wealth management issues in our planning with the goal of helping our clients make the most of their wealth while avoiding common financial pitfalls.

Investment Management*

In today’s investment environment, it is easy for you to feel overwhelmed by the amount of information available. Without professional advice, taking action could be detrimental to one’s investment goals. We can help you thoroughly assess your entire portfolio before helping you build a long-term investment strategy, diversify your assets**, and even deal with tax implications.ls.

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Retirement Planning*

We serve our clients in all phases of retirement planning, from building assets to creating an income stream. We aim to identify opportunities for building wealth while employing conservative investment strategies, from contributing to a 401(k) plan to identifying appropriate IRA investments, mutual funds, and annuities. We can also offer advice on IRA rollovers, maximizing Social Security benefits, and other complex financial elements.

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Family Risk Management

A key part of financial services is helping our clients protect their retirement savings and their ability to earn income. We can evaluate your current risk plans, including your insurance policies, to determine if you adequately meet your needs at any stage of life.

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Business Planning*

A key part of financial services is helping our clients protect their retirement savings and their ability to earn income. We can evaluate your current risk plans, including your insurance policies, to determine if you adequately meet your needs at any stage of life.wealth of resources.

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Estate Planning

A key part of financial services is helping our clients protect their retirement savings and their ability to earn income. We can evaluate your current risk plans, including your insurance policies, to determine if you adequately meet your needs at any stage of life.

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Education Planning*

A key part of financial services is helping our clients protect their retirement savings and their ability to earn income. We can evaluate your current risk plans, including your insurance policies, to determine if you adequately meet your needs at any stage of life.

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Cash Flow and Debt Management

Everyone knows they should spend less than they earn, but not everyone does this. We can identify where your cash is going each month and evaluate potential opportunities to improve their cash flow through tax strategies and proper debt management. We can also help you determine if certain strategies such as refinancing, debt consolidation, or changing your tax withholding could be advantageous to your situation. You may discover you have more resources than you might have thought to help pursue your other wealth management goals.

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Special Situations Planning

Throughout life, some expected and unexpected needs will arise. Whether it is planning a wedding, taking a spur-of-the-moment dream vacation, or deciding to buy a second home, unexpected financial needs happen. We can help you change your game plan without jeopardizing your long-term goals. While working together in these special situations, we continue to monitor your tax situations as well as your progress in the other wealth management issues.

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*Investment and financial services are offered by John Turner through his affiliation with Avantax Investment Services℠.
**Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

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