Video

STOP – Solve the Owner’s Problems

Discover the importance of exit planning for business owners in this eye-opening video. Turtle Creek Financial Group  helps you address common challenges in key areas such as key employees, partners/shareholders, family planning, and  heirs. Through our “stop” approach – Solve The Owner’s Problems – we enhance security, reduce taxation, and increase the likelihood of a […]

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Businessopia

In this video, Turtle Creek Financial Group highlights their expertise in supporting Managing Owners. Discover how they help develop strategies to optimize the earnings power of your business, create personal wealth, and ensure business continuity. Learn about their comprehensive approach, including key employee indemnity, partner protection, income replacement, retirement planning, and estate equalization. Say goodbye

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Business Owner Concerns & Obstacles

We specialize in helping business owners harness the earning potential of their enterprises to create personal wealth outside of the business while ensuring business continuity. We don’t encourage clients to invest in other enterprises but focus on amplifying the value of their own personal enterprise in the most efficient manner possible. As a business owner,

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Coordinated Retirement Income Strategy (CRIS)

The Coordinated Retirement Income Strategy (CRIS) is presented as a potential solution for Americans concerned about their ability to achieve a secure retirement. According to the National Institute on Retirement Security’s 2018 Retirement Security Roadmap, 82% of Americans share these concerns. CRIS is designed to contractually solve the problems of market volatility, lost opportunity costs,

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