How does the advisor help clients – Key Takeaways:
The Turman Financial Group, LLC provides comprehensive financial services to clients and utilizes their expertise to help clients achieve their financial goals. Through a personalized and holistic approach, the advisors at Turman Financial Group, LLC offer a range of services to clients including investment management, retirement planning, tax planning, insurance planning, and estate planning.
The team at Turman Financial Group, LLC believes in building long-term relationships with clients and prioritizes their best interests above all else. By staying up-to-date with the latest market trends and staying informed about changes in the financial industry, the advisors at Turman Financial Group, LLC are able to provide clients with sound financial advice that is tailored to their individual needs.
Facts and Insights
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $150 million | 5 | 10 years |
Based on publicly available data, Turman Financial Group, LLC manages approximately $150 million in assets and has 5 advisors on their team. With a decade of experience in the financial industry, the team at Turman Financial Group, LLC has a wealth of knowledge and expertise to assist their clients in achieving their financial goals.
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Insurance planning
- Estate planning
The advisors at Turman Financial Group, LLC offer a wide range of financial services to help clients achieve their short-term and long-term financial goals. Through a comprehensive approach, clients can receive guidance on how to effectively manage their investments, plan for retirement, minimize their tax burden, protect their assets through insurance planning, and plan for the transfer of their wealth through estate planning.
Client Types
Turman Financial Group, LLC services a diverse range of clients including high net worth individuals, families, and small business owners. The team at Turman Financial Group, LLC understands that each client has unique financial needs and they are committed to providing personalized solutions to meet those needs.
Fees & Compensation
Turman Financial Group, LLC operates as a fee-only financial advisory firm, meaning they do not receive any commissions or compensation from third-party providers. This allows the advisors at Turman Financial Group, LLC to provide unbiased and objective financial advice to their clients without any conflicts of interest. Their fees are based on a percentage of the assets under management and are disclosed to clients prior to engaging in any services.
Background
The founder and principal of Turman Financial Group, LLC, Jane Turman, has over 20 years of experience in the financial industry. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a member of the Financial Planning Association. The team at Turman Financial Group, LLC includes highly qualified and experienced advisors who all share a commitment to providing exceptional financial advice and service to clients.
Financial Advisor Disclosures to Know
As a fiduciary, Turman Financial Group, LLC is committed to acting in their clients’ best interests. They have no legal or disciplinary disclosures to report, meaning there have been no significant legal or disciplinary events in the past 10 years that would impact their ability to serve their clients. This information is available on the Securities and Exchange Commission (SEC) website or through the firm’s disclosure brochure.