Investment Products & Services
The challenges of daily life can all be time-consuming. Personal finances often take a back seat to other priorities. Time constraints, coupled with the complexity of the financial landscape and an abundance of investment choices, can make it difficult to identify and develop investment strategies that are in keeping with your financial goals.
I work with a select group of investment management professionals to implement tailored investments for clients. You can be certain that my recommendations are custom-built for your unique situation, using a wide range of investment solutions.
Wealth Protection & Risk Management
Including wealth protection and risk management in a retirement plan can help ensure your family has life insurance and help you achieve your vision for the future.
Including risk protection steps in your retirement plan will help ensure you can:
A well-designed and customized protection plan takes into account the individual needs of each family member. It may include life insurance, disability income insurance and long-term care insurance. Investment funding vehicles such as annuities or mutual funds can also be utilized to establish a contingency fund.
To protect and provide for your family while minimizing your premiums and the tax consequences, you must carefully determine your insurance needs and then obtain the appropriate coverage from a financially strong insurance company.
Focused Investment Planning
No one is immune from the challenges of building long-term financial security. Ever-changing tax laws, the potential complexities of employer-provided qualified and non-qualified benefits, and the challenges involved in the transition of business or investment assets from one generation to the next are just a few of the obstacles one may face.
A good financial blueprint will consider a broad range of areas; risk management, education and retirement planning, as well as investment planning and asset allocation. An advisor who knows how changes to one part of your strategy or plan impacts the others is your best ally in assuring that long-term goals are achieved as short-term needs and desires are addressed.
If you are someone who has already achieved a significant measure of that success, you know that strategy and success must go hand in hand if you want to build a strong financial future.
Accountability is also critical. The most brilliant financial strategists will have nothing to show for their acumen if they cannot establish clear goals and objectives, and take the necessary steps to transfer aspiration into actuality.
We offer many types of investment plans. I can design an overall comprehensive investment plan, or one that specializes in one specific area of need, such as estate planning, retirement planning or business succession planning. Comprehensive investment planning focuses on your unique hopes and dreams and incorporates your personal values into that investment plan.
Laurie Turney is primarily licensed in New York and may be licensed in other states.
Securities offered through GWN Securities, Inc.
Member FINRA, SIPC
1140 North Jog Road, Palm Beach Gardens, FL 33418
866.650.0132
The challenges of daily life can all be time-consuming. Personal finances often take a back seat to other priorities. Time constraints, coupled with the complexity of the financial landscape and an abundance of investment choices, can make it difficult to identify and develop investment strategies that are in keeping with your financial goals.
I work with a select group of investment management professionals to implement tailored investments for clients. You can be certain that my recommendations are custom-built for your unique situation, using a wide range of investment solutions.
Wealth Protection & Risk Management
Including wealth protection and risk management in a retirement plan can help ensure your family has life insurance and help you achieve your vision for the future.
Including risk protection steps in your retirement plan will help ensure you can:
- Provide for your family in the event of death.
- Provide for you and your family in the event of a disability.
- Provide for long-term care.
- Protect your retirement plan from a savings shortfall.
- Prevent estate erosion due to unexpected expenses.
- Support your philanthropic interests.
A well-designed and customized protection plan takes into account the individual needs of each family member. It may include life insurance, disability income insurance and long-term care insurance. Investment funding vehicles such as annuities or mutual funds can also be utilized to establish a contingency fund.
To protect and provide for your family while minimizing your premiums and the tax consequences, you must carefully determine your insurance needs and then obtain the appropriate coverage from a financially strong insurance company.
Focused Investment Planning
No one is immune from the challenges of building long-term financial security. Ever-changing tax laws, the potential complexities of employer-provided qualified and non-qualified benefits, and the challenges involved in the transition of business or investment assets from one generation to the next are just a few of the obstacles one may face.
A good financial blueprint will consider a broad range of areas; risk management, education and retirement planning, as well as investment planning and asset allocation. An advisor who knows how changes to one part of your strategy or plan impacts the others is your best ally in assuring that long-term goals are achieved as short-term needs and desires are addressed.
If you are someone who has already achieved a significant measure of that success, you know that strategy and success must go hand in hand if you want to build a strong financial future.
Accountability is also critical. The most brilliant financial strategists will have nothing to show for their acumen if they cannot establish clear goals and objectives, and take the necessary steps to transfer aspiration into actuality.
We offer many types of investment plans. I can design an overall comprehensive investment plan, or one that specializes in one specific area of need, such as estate planning, retirement planning or business succession planning. Comprehensive investment planning focuses on your unique hopes and dreams and incorporates your personal values into that investment plan.
Laurie Turney is primarily licensed in New York and may be licensed in other states.
Securities offered through GWN Securities, Inc.
Member FINRA, SIPC
1140 North Jog Road, Palm Beach Gardens, FL 33418
866.650.0132