Provided by Advisers USA, LLC
Wealth management as we define it is a complex of integrated processes designed to help you protect, manage, and use your assets prudently. It involves a diverse range of services depending on your individual needs, and often includes portfolio management, financial planning, retirement planning, estate planning, risk management, tax planning, asset protection and cash flow and debt management.
Whether you are planning for retirement or already retired and need a lifetime spending plan, we have the expertise to recommend solutions best suited to reach your financial goals. We carefully analyze your financial situation and partner with you to grow your assets and achieve your long-term financial goals. Then we help you implement and monitor the process so adjustments can be made if your life situation changes.
We work for you
Turner Financial Group, Inc. is an independent Registered Investment Adviser. Because we are independent, when you hire us you truly become the boss and that’s a huge advantage for you. As your Investment Adviser, Turner Financial Group, Inc. becomes your “fiduciary”, legally required to act in your best interest at all times. Unfortunately, only a small percentage of so-called financial advisors are federally or state-registered Investment Advisors. Most are “brokers” and are held to a lower standard of diligence. In fact, they are required by federal law to act in the best interest of their employer rather than their clients.
Since we provide full disclosure and we are bound to act in your best interest, you will be able to review alternatives and choose the best plan for your situation. Our comprehensive array of services allows us to develop an integrated, cohesive strategy geared toward attaining your financial goals and objectives.
Our capabilities include consulting services, portfolio management, tax coaching services, and risk management.