Guiding You to Financial Freedom
Mission Statement:
We provide financial wisdom and investment services to everyone ready to seek financial freedom.
Vision Statement:
To create a community rooted in wisdom and striving for freedom. To be a source of knowledge and hope for their finances and their lives. To live our lives in a manner that is pleasing to God and sets a good example to others.
Core Values:
Authentic Connections | Educate | Foster Freedom
Our services encompass your whole financial journey.
We are excited to see you being intentional about your finances. We look forward to getting to know you and helping you understand the choices your individual situation has. We offer a unique variety of financial services. Whether you are just getting on track with a budget, fine tuning your legacy, or one of the many steps in-between; we can help!
I, Josh Turner, have been a Dually Registered Investment Advisor since 2003. As an independent advisor I have access to a large variety of investment platforms. I hold the following licenses: Series 65, Series 63, SIE, Series 7 and I am registered in AR, CA, MO, MS, OK, TX, and VA.
My wife and business partner, Melissa Turner, is a Certified Financial Coach, a Financial Peace University Facilitator, and your biggest cheerleader.
Together, we created Turner Financial! We have personally experienced the peace of following the Ramsey steps and feel very blessed that our job allows us to connect with people seeking that peace for themselves. We love hearing your stories and celebrating your victories.