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Protect AssetsGrow WealthLive Well
Full 1
Full 1
Protect AssetsGrow WealthLive Well
Full 1
Full 1
Protect AssetsGrow WealthLive Well
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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.

Indexing vs Investing

Learn why indexing can be superior to investing.

Calculators

Retirement Calculator

Retirement Calculator

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Auto Loan Calculator

Auto Loan Calculator

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College Savings Calculator

College Savings Calculator

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Debt Payout Calculator

Debt Payout Calculator

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Amortization Calculator

Amortization Calculator

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Mortgage Calculator

Mortgage Calculator

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Future Value Calculator

Future Value Calculator

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Successful people make a habit of doing what unsuccessful people are unwilling to do.

- Holly L. Hullum,

Private Client Division

Our firm philosophy is simple: protect assets, grow wealth & live well.

- William E. Watson III

Registered Financial Consultant President General Agent

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

All well managed portfolios hold defensive reserves.

- Harlan W. Wiese RFC LUTCF CLTC

Private Client Division Brokerage Manager

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

Compound interest is good, compound taxation is bad.

- Ray Croff CLU ChFC RFC CAP

Registered Financial Consultant Managing Partner - Denton