At Turtle Creek Financial Group it should be evident that our philosophy is simple, yet profound:
PROTECT ASSETS, GROW WEALTH, LIVE WELL
Asset Protection Solutions
Statutory Creditor Exempt Assets
Creditor Protected Assets
Market Risk Elimination
Statutory Income Tax Avoidance
Third Party Asset Ownership
It is obvious to those who consider it, however it is rarely executed. At Turtle Creek Financial Group, 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: protect assets, grow wealth, live well.
We understand that you have made many sacrifice and gone to great expense to be in a position to serve your fellow man and provide a comfortable and secure quality of life for your family. We understand that in the modern legal and financial environment you are faced with more and more regulations and compliance that put your license and assets at risk. We also understand that just one of these several risks could potentially destroy all you have worked for.
We believe in planning for our clients’ goals and lie cycles while protecting their assets from; legal liability exposure, market cycles & risk, and confiscatory income tax erosion.
We specialize in the coordination of State of the Art asset protection solutions for our clients. Key elements of this unique package have been attested to by the Wharton School of Business and recognized by the U.S Patent office.