Turpin Financial Group
About
Turpin Financial Group is a financial advisory firm dedicated to building and protecting wealth for high net worth individuals. Our clients are successful people who have surrounded themselves with an array of smart advisers, yet have realized that through our team approach they are still able to uncover many opportunities that may further optimize their financial planning. We focus on protecting your assets, reducing tax liabilities, and wealth transfer while carefully managing to control risk. Our primary goal is to create financially secure futures for our clients and their families.
For the past several years, clients have trusted Turpin Financial Group to tailor from simple to advanced planning strategies that may open possibilities often overlooked by single source experts.
We specialize in:
Tax reduction strategies
Asset protection
Wealth transfer
Pre and Post Retirement Planning
Competent personal financial planning
Wills
D.P.O.A.
Trusts
Guardian appointment
Probate Avoidance
Life Insurance
Health insurance
Tax preparation
I enjoy conecting with people and seeing their eyes light up when I show them a concept on helping them acheive their financial goals.
I get a great pleasure and this is why I do what I do and keeps me getting up and coming to work each day!
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
I typically like to meet at my office to answer questions and get to know each other. Again this job is all about relationships, no about selling a product. I takes time to create the best plan for everyone.
We usually meet at least 2 times before we come to a conclusion on how we can help them meet our needs.
What education and/or training do you have that relates to your work?
I have a BS from Purdue University in Aeuronautical Technology with a minor in Financial planning.
I hold a Series 65 securities license which allows me to me an investment advisor representative under our registered investment advisory frim Turpin and Associates, Inc.
In our firm we have over 50 years of experience helping people meet their financial goals.
Do you have a standard pricing system for your services? If so, please share the details here.
We typically will meet for a Free consultation. After we meet and dicuss the clients goals, we will come up with a fee for our services.
Our tax preparation service starts at $100 for a personal federal and state return and goes up from there based on forms used. We also prepare business returns which start at $200 and is also form based.
How did you get started in this business?
I got back in the business 7 years ago with my father. He is still working in the business at age 79.
What types of customers have you worked with?
We have worked with all types of customers. We have no minimum amout of assets to work with us, like some of the bigger firms.
We offer full health insurance options as well for all ages and groups.
We are heavily involved in tax minimization in setting up self funded pension plans for small business owners.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure they can answer the 4 most important questions about their retirement planning. Give me call to find out what the questions are.
What questions should customers think through before talking to pros about their needs?
Here are some of the questions we help answer:
What keeps you up at night when it comes to financial goals?
Are you doing the correct things to make your money work efficently for you?
We help people find money they are unknowningly and unnecessarily losing every day.