How does the advisor help clients – Key Takeaways:
TURNER FINANCIAL SERVICES, INC. is dedicated to helping clients achieve their financial goals through expert guidance and personalized financial services. With a team of experienced financial advisors, clients can expect to receive tailored solutions that take into account their unique financial situation.
The following key takeaways highlight the ways in which TURNER FINANCIAL SERVICES, INC. helps clients:
- Expert financial guidance and strategies for achieving financial goals
- Personalized financial services tailored to each client’s unique situation
- Team of experienced financial advisors dedicated to client success
Facts and Insights
TURNER FINANCIAL SERVICES, INC. has been in the financial services industry for over 15 years, providing quality financial advice and solutions to clients. In that time, they have built a strong reputation for their expertise and dedication to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 Million | 10 | 15 years |
Financial Services Offered
TURNER FINANCIAL SERVICES, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
TURNER FINANCIAL SERVICES, INC. works with a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Corporate executives
Fees & Compensation
TURNER FINANCIAL SERVICES, INC. operates on a fee-only compensation structure, which means that they do not earn commissions or other forms of compensation from financial products. This ensures that their recommendations are always in the best interest of their clients, without any conflicts of interest.
The fees for their financial services may vary depending on the complexity of the client’s financial situation. Clients can expect a transparent fee structure and a breakdown of all fees before any services are rendered.
Background
TURNER FINANCIAL SERVICES, INC. was founded by John Turner, a certified financial planner with over 20 years of experience in the financial services industry. With a team of dedicated and experienced financial advisors, the company has been providing quality financial advice and services to clients for over 15 years.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s important for clients to be aware of any potential conflicts of interest. TURNER FINANCIAL SERVICES, INC. strives for total transparency and fully discloses any potential conflicts of interest to their clients. These may include:
- Receipt of fees or compensation from third parties
- Ownership in investment products recommended to clients
- Personal investments that may conflict with client recommendations
- Referral fees from other professionals for client referrals