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, you invest your time, energy, and money in your enterprise to provide a quality of life for yourself and your family. At Turtle Creek Financial Group, we offer a team approach that includes specialists with over 150 years of combined experience in identifying potential business challenges and developing tax-efficient strategies to mitigate risks. We work closely with CPAs and attorneys to implement sophisticated financial strategies that are used by successful companies, making it easy for you to focus on what you do best – running your business.
Our team is proficient in guiding you through common concerns in the four core areas of entrepreneurial financial management, including indemnity and retention for key employees, protection for partners through buy-sell agreements, income replacement and retirement income planning for families, and estate equalization and legacy planning for heirs. By partnering with Turtle Creek Financial Group, you can avoid falling victim to “businessopia” and ensure the long-term success of your enterprise while achieving your personal financial goals.