Services
Please take a moment to read our client introduction & questionnaire, which discusses the process of working with us.
Turret Investment Management Provides Investment Solutions For Individuals and Businesses
Services & Products
Fixed Annuities
Fixed annuities offer the ability to earn interest at a fixed rate for a guaranteed period of time. Fixed rates can be locked in for as little as three years and can help provide reliability and predictability in your retirement strategy. Rates are constantly changing, so contact us today to find out the current interest rates.
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Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
Fixed Indexed Annuities
Fixed Indexed Annuities can provide higher credited interest than traditional fixed annuities while protecting the balance with the safety of a "floor." The Indexed Account credits interest based on the performance of the index you choose up to a declared "cap"(upper limit). Fixed indexed annuities typically include the ability to allocate a portion of the payment to a fixed account. Cap rates are constantly changing, so contact us today to find out the current Cap rates.
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Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
Investment Management
Whether your goal is to generate current income, grow your funds, or a mixture of both, we can help you build a plan. Through LPL Financial's Strategic Asset Management platform, we specifically tailor portfolios which pursue goals that are specific to you and your situation.
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Financial Planning
Are you interested in seeing how much money you will need to retire and live comfortably? Have you debated retiring early to pursue your passions and hobbies? We are able to formulate plans specific to your situation by tabulating current and future expenses to see what your future financial situation might be.
Life Event Planning
Did you recently have a child ? Job Change? Each of these life events requires diligence in planning for the future. Whether your goal is to save for your new child's college, or find the best options for your previous employers retirement plan, we are able to walk through your specific situation and discuss all the options available to you.
Life Event Management
Have you recently lost a spouse or loved one? Have you received an inheritance and not sure what to do? We have worked with many clients in these situations and can discuss the expectations during these stressful times. We have even created an essential document which helps spouses and estate executors track the conversion of their loved ones investment & financial accounts.
Employer Sponsored Retirement Plans
Are you the administrator for an employer sponsored retirement plan but are not getting the employee participation that you were hoping for? We work with 401k's and various other plan types to attempt to increase the participation rate, which helps the employee's reach their retirement goals.
Review of Current Portfolio & Investment Consolidation
Do you have a mutual fund account, investment account, or annuity that you rarely look at or want to review? Do you have investment accounts scattered at different places and want to consolidate them to make tracking their values easier? We are more than happy to review your current holdings and discuss any changes that might benefit you. We are also able to consolidate different accounts and make tracking their values much easier.
Investment Options We Can Provide
Individual Stocks, Bonds, Mutual Funds, Fixed Annuity, Fixed Indexed Annuity, Variable Annuity, Alternative Investments, REIT's, Traditional IRA, ROTH IRA, and SEP IRA's. Term Life Insurance, Whole Life Insurance.