Phineas A. Turner, LUTCF, CLTC

Financial Services Executive

 I have been humbly serving clients in the financial services industry for over 25 years. During my extensive career, I've had the privilege of working for Fortune 50 companies across the United States, where I am recognized as a top advisor. This experience has allowed me to gain invaluable insights into the world of retirement and financial planning. Additionally, I am grateful as a Life Member in the highly regarded Million Dollar Round Table, which serves as a testament to my ongoing dedication to providing excellence in this field.

At the core of my financial services practice is a strong and knowledgeable team that works closely with me to provide the best possible experience for our clients. Together, we are committed to addressing the retirement income challenges and problems that many people face, offering personalized solutions that bring confidence and peace of mind.

My primary focus as a financial services provider is to help alleviate the anxiety that often comes with retirement planning. I understand that the number one risk associated with retirement is longevity, and that making this major life decision can be overwhelming. As a compassionate problem solver, I guide my clients through every step of the retirement planning process, ensuring they will not outlive their money.

As your financial services provider, you can trust that your financial future is in the hands of an experienced and professional expert in the field. Utilizing a unique and valuable approach to preserving and appreciating capital, I strive to consistently deliver results for my clients. My unwavering dedication to my clients' success has made me a reliable partner for those seeking guidance and support in planning for a comfortable, fulfilling retirement.