Broker Check

Wealth Management Strategies

CEO

714-912-4906
[email protected]

Mark Turner is the CEO of Wealth Management Strategies.

With over 25 years in the financial & insurance industries, Mark Turner is an experienced financial professional. Mark has reached numerous people through his retirement and educational workshops. Mark helps individuals avoid common and sometimes irreversible financial mistakes. He teaches his clients,

"It is not only how much you make, it is how much you keep that counts.”

He assists his investors with preserving, growing & increasing income while utilizing the most tax efficient strategies. While he is not an accountant he does work with products that can substantially reduce your taxes when you begin taking retirement income. Using the right tax strategy is crucial to minimizing the amount you will pay to the IRS and state taxes when you retire. In a nutshell,       

“Less in Taxes means more in your pocket.”

Will Rogers said, “I am as concerned about the return of my money as the return on my money”. With the volatility of the stock market in the last decade Will Roger's words are more important than ever. Many individuals invest too aggressively only to find they have less than those who chose a more stable growth program that doesn't lose when stock market's and real estate market's tank.

My philosophy is the same as Warren Buffet's:

RULE 1 "DON'T LOSE THE MONEY" 
RULE 2 "Don't forget RULE 1"

You say, “It's not possible to protect my money from downturns and still secure a decent retirement income.” Think again. The products available today are very different then even a decade ago. You need to review what's available. Mark Turner specializes in providing planning and guidance for those who are seeking a better lifestyle. Whether you have a nest egg of 5 Million or $50,000, I can help you make sure it works as hard and as smart as you did in earning and saving it.

If you're typical, your retirement could last as long as 30 years and you simply cannot afford to make mistakes with your savings and run the risk of ruining your lifestyle during your leisure years. I have helped individuals and couples, at all economic levels, to enjoy a worry free retirement knowing that their money is safeguarded, plus working hard and smart, and ready for them when needed.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. In order to make sure your money is in the “best place for you”, your unique circumstances must be taken into consideration.

I am very hopeful for an opportunity to discuss your savings plans so you can learn first hand how we can be of benefit. There is no cost or obligation of talking with me by phone or meeting to discuss your circumstances and your retirement plans.

If I can't be of service, you will at least have the comfort of knowing that you have consulted with a knowledgeable professional about the most important financial decisions in your life

It is very important for you to get retirement “right” because there is no second chance.

 

MARKS BIO