Business Planning
Our team provides you with creative solutions through a number of advanced strategies that can be custom-tailored to meet your specific needs. We offer services in the following areas:
Executive Bonus Plan (Sec. 162 Plan)
Nonqualified Deferred Compensation
“
Our firm philosophy is simple: protect assets, grow wealth & live well. ”
William E. Watson III
Registered Financial Consultant
President
General Agent
“
Successful people make a habit of doing what unsuccessful people are unwilling to do. ”
Holly L. Hullum
Private Client Division
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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
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All well managed portfolios hold defensive reserves. ”
Harlan W. Wiese
RFC
LUTCF
CLTC
Private Client Division
Brokerage Manager
“
Compound interest is good, compound taxation is bad. ”
Ray Croff
CLU
ChFC
RFC
CAP
Registered Financial Consultant
Managing Partner - Denton
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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
© 2021 Turtle Creek Financial
The information contained herein is based on our current understanding of federal tax and state insurance laws as they relate to life insurance, annuities, ERISA qualifies retirement plans or other subject matter discussed.
These laws are subject to change in the future. Turtle Creek Financial Group and or its associates do not provide tax or legal advice.
Please consult your own advisors for legal, tax or accounting advice.