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 Investment Services℠.