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Turner Financial is an independent financial advisory firm based in Omaha, NE. They specialize in helping individuals develop sound retirement strategies and manage their finances. Their services cover a wide range of areas, including investments, financial planning, and insurance.
In terms of investments, Turner Financial offers options such as bonds, common stock, IRAs (Traditional, Roth, SEP, Simple), brokerage accounts, and annuities. They help clients navigate the complexities of investment choices to make informed decisions based on their goals and risk tolerance.
When it comes to financial planning, Turner Financial provides comprehensive services like budget planning, retirement plans, tax plans, college plans, estate plans, and more. They work closely with clients to develop personalized financial strategies that align with their unique circumstances and objectives.
Turner Financial also offers insurance solutions to help protect against unexpected events. Their insurance services include disability income insurance, life insurance, and long-term care insurance. By analyzing individual needs and circumstances, they help clients select the appropriate insurance coverage for their specific requirements.
With a focus on education and personalized advice, Turner Financial aims to provide clear guidance to clients on various financial matters. They strive to build long-lasting relationships with their clients by offering exceptional service and guidance throughout their financial journey.
Overall, Turner Financial is dedicated to helping individuals achieve their retirement goals while ensuring they have a solid foundation for their financial future.