…
About TURNER WEALTH ADVISORY
With years of experience in the financial industry, TURNER WEALTH ADVISORY has become a trusted and reliable resource for individuals and businesses seeking expert guidance in their financial planning. Led by a team of highly qualified professionals, TURNER WEALTH ADVISORY offers a wide range of financial services designed to help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
TURNER WEALTH ADVISORY offers personalized financial planning services to help clients navigate their way towards financial success. Some of the key takeaways of their approach include:
- Creating tailored and customized financial plans to meet each client’s unique needs and goals.
- Providing ongoing support and guidance to ensure that clients stay on track towards achieving their goals.
- Implementing a comprehensive and holistic approach, taking into account all aspects of a client’s financial situation.
- Utilizing the latest technology and techniques to ensure efficient and effective management of client’s assets.
Facts and Insights
Here are some important facts and insights about TURNER WEALTH ADVISORY:
- Assets Under Management: TURNER WEALTH ADVISORY currently manages over $500 million in assets.
- Number of Advisors: The team at TURNER WEALTH ADVISORY consists of 10 highly skilled advisors with diverse expertise.
- Time in Business: TURNER WEALTH ADVISORY has been in business for over 15 years, building a strong reputation and track record of success.
Financial Services Offered
TURNER WEALTH ADVISORY offers a comprehensive range of financial services to their clients, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance solutions
- College savings planning
Client Types
TURNER WEALTH ADVISORY caters to a diverse client base, including:
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
- Retirees
Fees & Compensation
TURNER WEALTH ADVISORY believes in transparency and honesty when it comes to their fees and compensation structure. They primarily offer fee-only services, which means that they do not receive any commissions or incentives for recommending certain financial products. This ensures that their recommendations are always in the best interest of their clients.
Background
The team at TURNER WEALTH ADVISORY consists of experienced and knowledgeable professionals who are dedicated to helping their clients achieve financial security. With a diverse range of backgrounds and areas of expertise, they are able to provide well-rounded and comprehensive financial guidance.
Financial Advisor Disclosures to Know
TURNER WEALTH ADVISORY values transparency and compliance, which is why they disclose all necessary information to their clients. Some important disclosures to note include:
- TURNER WEALTH ADVISORY is a registered investment advisor with the Securities and Exchange Commission (SEC).
- They have no legal or disciplinary actions against them in the past 10 years.
- Their advisors are qualified and hold all necessary licenses and certifications.