Expert Financial Planning Services that Gilbert & Phoenix Families Trust
Experience Counts!
Recent national financial difficulties left many Arizona families stunned and struggling to regain their financial footing. Institutions they’d once trusted (banks! government!) turned out to not have their best interests at heart, or failed to come through for them.
We’ve all been forced to become much more savvy and careful about how we handle the money we earn. Knowing at what age to get long-term care insurance and how to pay the least college tuition takes time and expertise most families don’t have the luxury to acquire. According to the U.S. Federal Reserve Board’s 2015 study, families using financial planning services enjoy more disposable income during retirement, stability in health crises, overall peace of mind and much more.
As a Certified Public Accountant and financial planner for 43 years, Larry Turner, CPA has experienced first-hand the booms of the post-World War II era and the early Millennium, the stagflation of 1980 to 1982 (18% mortgage rates on homes!) and, of course, the tech, mortgage and stock market bubbles. The lessons from being an active accountant and financial planner through all of these periods are priceless. Larry and his staff makes sure they translate to your bottom line.
Investment Plans, Financial Services & Wealth Management
Larry Turner, CPA works with individuals and families to determine both short- and long-term financial goals based on both known and unforeseen events. With those goals established, he presents several options chosen from careful research and current trends. He strives to find the most diversified, low-cost and tax efficient policies, annuities, health-care savings accounts and more.
Serving teachers and titans of industry alike, Larry has always been most proud of his integrity. He’s been a member in excellent standing with the American Institute of Certified Public Accountants every year for the past 43 years.
Retirement Planning
A little outside expertise makes retirement planning painless. Larry will use your information to come up with a projection of your financial situation upon retirement. Together, you’ll go over your vision of how you plan to spend your days, and what financial resources you’ll need to live the way you want. You’ll also brainstorm how much you want to pass on to children and other heirs.
Once you hammer out a retirement plan together, Larry proposes the various investment instruments that get you there. You are also free to take the plan and select your own products yourself.
Call us at 480-726-8500 or leave us a quick note here with any questions.