Mark Turner has been helping individuals for over 2 decades. Mark focuses on providing safe growth and advanced income strategies. Working with top estate planning attorneys, he also assists his clients with life insurance and long term care planning to insure leaving a legacy to those they love. He has been in the insurance business since 2000. He has been held a series 65 securities license since July of 1999. In April of 2018 he started his own investment advisory firm called Wealth Management Strategies Financial Services llc.
"My goal is to create a worry-free retirement for my clients."
When Mark was just 25, his father died, leaving him to help raise his 9-year-old sister. "My dad died at age 52 and wasn't prepared," Mark recalls. "I saw what can happen when there's no planning in place and you have the incorrect advice. That's why I urge my clients to plan early, review often, and make changes when necessary."
This experience motivated Mark to become a planner to prevent others from suffering the way he and his family did.
"My goal is to create a worry-free retirement for my clients." says Mark. "I want them to be confident that they've done the proper planning to ensure security for themselves and for their loved ones when they pass."
Mark specializes in providing planning and guidance for those who are seeking a better lifestyle, from couples to individuals, from business owners to employees. "Whether you have a nest egg of $5 million or $50,000, I want to ensure your money is working as hard and as smart as you did earning it," he says.
In order to make sure your money is in the "best place for you,: your unique circumstances must be taken into consideration, Mark explains. "Each individual and couple has unique requirements, different tolerances for risk, and may need their money at different times for different things," he adds. By understanding the client's individual needs, Mark is able to develop financial strategies specific to his client's unique circumstances.
Mark attended California State Northridge with a major in business management and a minor in marketing. When he isn't advising clients, Mark enjoys spending time with his wife and young daughter, travelling, and attending his daughter's many events.