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Welcome to our financial journey! At Turner Financial, we believe in empowering individuals to achieve their financial aspirations with confidence and clarity. Through this blog, we aim to provide invaluable insights, strategies, and expert advice ideas to help you achieve your financial goals. Whether you're planning for retirement, investing for the future, or navigating the complexities of wealth management, our team is here to guide you every step of the way. Join us as we embark on a path towards financial success together. This resource provides an opportunity to learn more about our services and how we can assist you in securing a more prosperous tomorrow. Stay a while and listen.

We will share insights and tips on the following topics and many more! 

·      The importance of identifying life goals and values

·       Investment portfolio design

·       Net worth and cash flow analysis

·       Estate and charitable gift planning

·       Tax reduction strategy

·       Multi-generational issues

·       College funding

·       Insurance needs analysis

·       Retirement planning

·       Real estate and debt management

Sunday, June 2, 2024

Plan for tomorrow, today.That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about death. But this...

Wednesday, May 1, 2024

Who should consider disability insurance and how much does it cost? Why should I have disability insurance?