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Client Services

With our client driven system system, we will help you invest in your retirement so you don’t have to worry about having to work when you should be enjoying retirement. Our clients benefit from a tailored, action-driven planning to achieve their financial goals.

We have a four step process

  1. Discover- We’ll work closely with you to understand your values, goals, current financial inventory, income needs and the future you imagine for yourself.

  2. Plan- we’ll develop written outline recommending strategies and solutions for your specific goals.

  3. Implementation- we’ll guide you on how to implement your strategy and achieve your goals.

  4. Review- we’ll regularly review your progress towards achieving your goals and update the plan accordingly based on changes in your life.

We want to be the only financial advisory firm your family and friends would ever need. To achieve this, we have to hold ourselves to an extremely high level and deliver. When we shake your hand at Turnage Wealth Management to us it means more than you know. We look forward to meeting you.