Turtle Creek Financial Group

It should be evident that the philosophy of Turtle Creek is simple yet profound

It is obvious to those who consider it, however it is rarely executed. At Turtle Creek, we believe the first two of these objectives should never be separated, for in congruence, they yield the third. Our philosophy is simple; it is rare. Any alternative is unapologetically unacceptable. As such, we encourage you to welcome our philosophy as your own:

3030 I-635/LBJ Frwy · Suite 1630 · Dallas · TX · 75234

723 South I-35 E · Suite 124 · Denton · TX · 76205

Financial Services

“ The success of a financial strategy is often more dependent on its systematic nature than its rate of return. ”

Kurt G. Poetschke

Private Client Division

“ All well managed portfolios hold defensive reserves. ”

Harlan W. Wiese RFC LUTCF CLTC

Private Client Division Brokerage Manager

“ Our firm philosophy is simple: protect assets, grow wealth & live well. ”

William E. Watson III

Registered Financial Consultant President General Agent

“ Compound interest is good, compound taxation is bad. ”

Ray Croff CLU ChFC RFC CAP

Registered Financial Consultant Managing Partner - Denton

“ Successful people make a habit of doing what unsuccessful people are unwilling to do. ”

Holly L. Hullum

Private Client Division

“ The best time to plan is before you have to. If you wait until you have to plan, you are reacting and not planning, and your options are very limited. ”

Stephen Hull MBA, RFC

Registered Financial Consultant

Most Recent Article

Use of Life Insurance In Planned Giving

By Ray Croff, CLU, ChFC, CAP, RFC Chartered Advisor in Philanthropy When using life insurance as a tool for charitable intentions, we must establish an insurable interest. This means there must be a relationship history between the charity and the donor. A history of annual giving will work. You need to have this insurable interest […]

3030 I-635/LBJ Frwy, Suite 1630 · Dallas, TX 75234

Office (214) 219-6669 · Fax (214) 219-0584