Personal Finance

At Chad R. Turner & Associates, Inc. we believe that the individual is every bit as important as a business. Due to our diverse client base, we encounter a wide array of personal financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

• Estate, trust & gift planning
• Retirement Planning and Investment Analysis
• Education Planning
• Insurance Evaluation and Planning
• Wealth Transfer Strategies