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:
Protect Assets Grow Wealth Live Well
Turtle Creek Financial Group supports a national network of Field Analysts to assist clients in achieving these goals.
Financial Services
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
Retirement Strategies
Individuals fund their retirement income from four potential sources: Social Security retirement benefits, employer retirement plans and IRAs, personal savings and investments, and post-retirement employment.
Charitable Giving
A gift made to a nonprofit organization, charity, or private foundation. But more than that, a charitable gift allows a donor to make a difference, to make an impact on an individual’s life, and to give back to the community that they live in.
Business Planning
Exit, Succession, and Retention Planning: Our team provides you with creative solutions through a number of advanced strategies that can be custom-tailored to meet your specific needs.
Estate Planning
The process of creating a legacy by arranging for the transfer of property at death. Estate planning focuses on creating certainty for the legal transition of property through the orchestrated use of trusts, wills, beneficiary designations and ownership structures.
Video Resources
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…
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…
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,…
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,…
Financial Analysis for Estate Planning
Learn what is typically involved in financial analysis as part of a wealth management plan. This includes defining what you need, determining your likely sources of retirement income, defining your wealth gap, and adjusting your analysis for inflation factors.
Role of the Insurance Broker in Exit Planning
Learn how our insurance specialists can assist in exit planning.
Outlining the Problem
Learn about the challenges business owners face if they plan to sell their business.