ABOUT US
“If we command our wealth, we shall be rich and free.
If our wealth commands us, we are poor indeed.”
Edmund Burke
How We Work for You
After over 100 years of combined experience in the financial services industry, you could say we've learned a little something about our craft: providing disciplined wealth management with an intelligent, caring approach to each and every client.
To ensure your understanding and comfort in our process, we offer a collaborative approach. We provide individualized service, customized for you, designed to achieve the investment objectives we determine together. Your objectives and general financial goals are key.
Through an advanced process, we conduct a question-and-answer event to gather information. We then process the information through our system to analyze each response and determine the overall risk, time horizon, and investment objective for your portfolio. The result is then reviewed with you to make sure of its accuracy and correctness. This process is repeated at least annually to make sure the investment approach for you remains valid.
We use state-of-the-art technology and trading facilities to optimize our processes and provide you with quick access to information on all accounts managed or administered through the Turner platform.
YOUR TEAM
4655 Woodbine Road
Pace, FL 32571
(850) 995-1797
Turner Financial Group. (“TFG”) is an SEC-registered investment adviser firm. Such registration does not imply a certain level of skill or training. For a copy of TFG’s current Form ADV that includes a description of our services provided, fees charged, and other important information, please click here. For additional important disclosures, please click here.