Questionnaire

Why do I need a Financial
Management Company?

Ever wonder why the rich stay rich, and their wealth grows from generation to generation? It isn’t just luck or good fortune! The rich use personal financial managers to organize, budget, and manage their assets. The result is that they live well while their wealth grows.

How Can Financial
Management Services Help?

It is amazing how many people in America have good jobs, but live only a paycheck away from financial disaster. It would be great if we could all double our income, but that is not reality. What you can do, however, is make your income work harder for you.

Most of today’s financial management companies are product driven. This business model makes it very difficult for those companies to offer objective advice. They just plain show you data that assists their concern first, but not at O. Turner & Company, LLC. Our first priority is you. Every recommendation focuses on strengthening your financial position and protecting your family’s financial independence.

Our Personal Financial Management (PFM) program was developed for the growing number of people who require a complete financial management company. Our clients are people who want accurate information and advice, at an affordable rate. We use creative ideas and management to encourage our clients to develop wealth, coupled with the expertise and know how to actually accomplish that end result.

You make good decisions every day. Sometimes small ones you see the result of right away. And sometimes big ones you can look back on and appreciate. Like the one you make when you choose O. Turner & Company, LLC. We have one of the broadest service lines around, and tremendous financial partners that make our success assured. Make your next decision a good one. Complete the confidential questionnaire, and one of our counselors will contact you!

Download: Our Personal Financial Management (PFM)questionnaire