Great Lakes Advisors Jason Turner is a financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. The firm was founded in 2008 by Jason Turner, a Certified Financial Planner professional with over 20 years of experience in the financial services industry.
Great Lakes Advisors offers a wide range of services, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
The firm's goal is to help clients achieve their financial goals by providing them with personalized advice and comprehensive financial planning services. Great Lakes Advisors is committed to providing clients with the highest level of service and professionalism.
Jason Turner is a highly respected financial advisor who has been featured in numerous publications, including Forbes, The Wall Street Journal, and Barron's. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
Great Lakes Advisors is located in Ann Arbor, Michigan. The firm serves clients throughout the Great Lakes region, as well as clients nationwide.
Great Lakes Advisors Jason Turner
Great Lakes Advisors Jason Turner is a financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. The firm was founded in 2008 by Jason Turner, a Certified Financial Planner professional with over 20 years of experience in the financial services industry. Great Lakes Advisors offers a wide range of services, including financial planning, investment management, retirement planning, estate planning, and tax planning. The firm's goal is to help clients achieve their financial goals by providing them with personalized advice and comprehensive financial planning services.
- Experience: Jason Turner has over 20 years of experience in the financial services industry.
- Credentials: Jason Turner is a Certified Financial Planner professional.
- Services: Great Lakes Advisors offers a wide range of financial planning services.
- Client Focus: The firm's goal is to help clients achieve their financial goals.
- Personalized Advice: Great Lakes Advisors provides clients with personalized advice.
- Comprehensive Planning: The firm provides comprehensive financial planning services.
- Location: Great Lakes Advisors is located in Ann Arbor, Michigan.
These key aspects highlight the strengths of Great Lakes Advisors Jason Turner and demonstrate the firm's commitment to providing clients with the highest level of service and professionalism.
1. Experience
Jason Turner's extensive experience in the financial services industry is a key differentiator for Great Lakes Advisors Jason Turner. With over 20 years of experience, Turner has a deep understanding of the financial markets and a proven track record of helping clients achieve their financial goals. As the founder and principal of Great Lakes Advisors, Turner's experience is central to the firm's success.
Turner's experience has allowed him to develop a comprehensive understanding of the financial planning process. He is able to help clients with a wide range of financial needs, including retirement planning, investment management, estate planning, and tax planning. Turner's experience also allows him to provide clients with personalized advice that is tailored to their specific financial situation and goals.
The financial services industry is constantly evolving, and Turner's experience allows him to stay up-to-date on the latest trends and developments. This ensures that clients of Great Lakes Advisors Jason Turner are always receiving the most up-to-date and comprehensive financial advice.
In conclusion, Jason Turner's experience in the financial services industry is a key component of the success of Great Lakes Advisors Jason Turner. Turner's experience allows him to provide clients with personalized advice and comprehensive financial planning services that are tailored to their specific financial needs and goals.
2. Credentials
The Certified Financial Planner (CFP) certification is a globally recognized certification for financial planners. CFPs must meet rigorous education, experience, and ethical requirements, and they must pass a comprehensive examination. CFPs are held to a high standard of professional conduct and are required to continue their education throughout their careers.
Jason Turner, the founder and principal of Great Lakes Advisors Jason Turner, is a CFP professional. This certification demonstrates Turner's commitment to providing clients with the highest level of financial planning services. Turner has met the rigorous education, experience, and ethical requirements to earn the CFP certification, and he is committed to continuing his education throughout his career.
As a CFP professional, Turner is held to a high standard of professional conduct. This means that Turner must always act in the best interests of his clients, and he must provide clients with objective and unbiased advice. Turner is also required to disclose any conflicts of interest to clients.
The CFP certification is a valuable credential for financial planners. It demonstrates that Turner has the knowledge and experience to provide clients with comprehensive financial planning services. Turner's CFP certification is a key component of the success of Great Lakes Advisors Jason Turner.
In addition to his CFP certification, Turner is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). These memberships demonstrate Turner's commitment to the financial planning profession and his dedication to providing clients with the highest level of service.
3. Services
Great Lakes Advisors Jason Turner offers a wide range of financial planning services to individuals, families, and businesses. These services are designed to help clients achieve their financial goals and objectives. The firm's services include:
- Financial planning
Financial planning is the process of creating a roadmap for your financial future. It involves setting goals, identifying obstacles, and developing strategies to achieve your goals. Great Lakes Advisors Jason Turner can help you create a financial plan that is tailored to your specific needs and circumstances. - Investment management
Investment management is the process of managing your investments to achieve your financial goals. Great Lakes Advisors Jason Turner can help you develop an investment portfolio that is aligned with your risk tolerance and investment objectives. - Retirement planning
Retirement planning is the process of saving and investing for your retirement. Great Lakes Advisors Jason Turner can help you develop a retirement plan that will help you achieve your retirement goals and objectives. - Estate planning
Estate planning is the process of planning for the distribution of your assets after your death. Great Lakes Advisors Jason Turner can help you create an estate plan that will help you minimize taxes and ensure that your assets are distributed according to your wishes. - Tax planning
Tax planning is the process of managing your taxes to minimize your tax liability. Great Lakes Advisors Jason Turner can help you develop tax planning strategies that will help you save money on taxes.
These are just a few of the financial planning services that Great Lakes Advisors Jason Turner offers. The firm can also provide you with personalized advice on a variety of financial topics, such as budgeting, saving, and debt management. If you are looking for a financial advisor who can help you achieve your financial goals, Great Lakes Advisors Jason Turner is a great option.
4. Client Focus
At the heart of Great Lakes Advisors Jason Turner's mission is a deep commitment to client focus. This means that the firm's primary goal is to help clients achieve their unique financial objectives. This client-centric approach permeates every aspect of the firm's operations, from the initial consultation to the ongoing management of client portfolios.
- Personalized financial planning
Great Lakes Advisors Jason Turner recognizes that every client has unique financial needs and goals. As such, the firm takes a personalized approach to financial planning, tailoring its advice and strategies to each client's specific circumstances. This approach ensures that clients receive a customized plan that is designed to help them achieve their desired outcomes. - Objective and unbiased advice
Great Lakes Advisors Jason Turner is committed to providing clients with objective and unbiased advice. The firm's advisors are not beholden to any particular financial products or services, and they will always recommend the solutions that are in the best interests of their clients. This commitment to objectivity ensures that clients can trust the advice they receive from Great Lakes Advisors Jason Turner. - Ongoing support and communication
Great Lakes Advisors Jason Turner believes that ongoing support and communication are essential for successful client relationships. The firm's advisors are always available to answer client questions and provide guidance. They also provide regular updates on client portfolios and market conditions, ensuring that clients are always informed about their financial situation. - Commitment to client satisfaction
Great Lakes Advisors Jason Turner is committed to providing clients with the highest level of satisfaction. The firm's advisors are dedicated to helping clients achieve their financial goals, and they will go the extra mile to ensure that clients are happy with the services they receive. This commitment to client satisfaction is reflected in the firm's numerous positive client testimonials.
The client focus of Great Lakes Advisors Jason Turner is a key differentiator for the firm. This commitment to helping clients achieve their financial goals is evident in everything the firm does. If you are looking for a financial advisor who will put your interests first, Great Lakes Advisors Jason Turner is an excellent choice.
5. Personalized Advice
Personalized advice is a cornerstone of Great Lakes Advisors Jason Turner's approach to financial planning. The firm's advisors take the time to get to know each client's unique financial situation, goals, and objectives. This in-depth understanding allows them to provide tailored advice that is designed to help each client achieve their desired outcomes.
- Understanding Client Needs
Great Lakes Advisors Jason Turner's advisors start by getting to know each client's individual needs and circumstances. This includes understanding their income, expenses, assets, debts, and risk tolerance. The advisors also discuss the client's financial goals and objectives, both short-term and long-term. - Developing a Personalized Plan
Once the advisors have a clear understanding of the client's needs and goals, they develop a personalized financial plan. This plan outlines the specific strategies that the client will need to implement in order to achieve their desired outcomes. The plan may include recommendations on investments, retirement planning, tax planning, and estate planning. - Ongoing Support and Monitoring
Great Lakes Advisors Jason Turner's advisors provide ongoing support and monitoring to ensure that the client's financial plan is on track. They regularly meet with clients to review their progress and make adjustments as needed. The advisors also monitor market conditions and make recommendations on changes to the client's investment portfolio as necessary.
The personalized advice that Great Lakes Advisors Jason Turner provides is a key differentiator for the firm. This commitment to helping clients achieve their financial goals is evident in everything the firm does. If you are looking for a financial advisor who will put your interests first and provide you with personalized advice, Great Lakes Advisors Jason Turner is an excellent choice.
6. Comprehensive Planning
Comprehensive financial planning is a key component of Great Lakes Advisors Jason Turner's approach to helping clients achieve their financial goals. The firm's advisors take a holistic approach to financial planning, considering all aspects of a client's financial situation, including their income, expenses, assets, debts, risk tolerance, and financial goals. This comprehensive approach allows the firm's advisors to develop tailored financial plans that are designed to help clients achieve their desired outcomes.
One of the key benefits of comprehensive financial planning is that it can help clients avoid costly mistakes. For example, a client who is saving for retirement may not be aware of all of the different investment options available to them. A comprehensive financial plan can help the client to identify the investment options that are most appropriate for their individual needs and circumstances, and can help them to avoid making investment mistakes that could jeopardize their retirement savings.
Another benefit of comprehensive financial planning is that it can help clients to stay on track towards achieving their financial goals. A comprehensive financial plan can help the client to identify the steps that they need to take in order to achieve their goals, and can help them to stay motivated and focused on their long-term financial objectives.
Overall, comprehensive financial planning is an essential component of Great Lakes Advisors Jason Turner's approach to helping clients achieve their financial goals. The firm's advisors take a holistic approach to financial planning, considering all aspects of a client's financial situation. This comprehensive approach allows the firm's advisors to develop tailored financial plans that are designed to help clients avoid costly mistakes, stay on track towards achieving their financial goals, and make informed financial decisions.
7. Location
The location of Great Lakes Advisors in Ann Arbor, Michigan is a key component of the firm's success. Ann Arbor is a vibrant and growing city with a strong economy and a highly educated population. The city is also home to the University of Michigan, one of the top public universities in the country. This gives Great Lakes Advisors access to a pool of talented potential employees and clients.
In addition, Ann Arbor is a major financial center in the Midwest. The city is home to a number of banks, investment firms, and other financial institutions. This gives Great Lakes Advisors access to the financial resources and expertise that it needs to serve its clients effectively.
Overall, the location of Great Lakes Advisors in Ann Arbor, Michigan is a key factor in the firm's success. The city provides the firm with access to a pool of talented employees and clients, as well as the financial resources and expertise that it needs to serve its clients effectively.
Here are some specific examples of how the location of Great Lakes Advisors in Ann Arbor, Michigan has benefited the firm:
- The firm has been able to attract and retain a team of highly skilled and experienced financial advisors.
- The firm has been able to develop strong relationships with local banks and other financial institutions.
- The firm has been able to build a strong client base in the Ann Arbor area and beyond.
Overall, the location of Great Lakes Advisors in Ann Arbor, Michigan has been a key factor in the firm's success. The city provides the firm with the resources and opportunities that it needs to serve its clients effectively and achieve its business goals.
Great Lakes Advisors Jason Turner
This section addresses frequently asked questions about Great Lakes Advisors Jason Turner, providing concise and informative answers to clarify common concerns or misconceptions.
Question 1: What services does Great Lakes Advisors Jason Turner offer?
Great Lakes Advisors Jason Turner provides comprehensive financial planning services, including financial planning, investment management, retirement planning, estate planning, and tax planning.
Question 2: What is the investment philosophy of Great Lakes Advisors Jason Turner?
Great Lakes Advisors Jason Turner employs a long-term investment philosophy, focusing on asset allocation and diversification to manage risk and enhance returns.
Question 3: What is the fee structure of Great Lakes Advisors Jason Turner?
Great Lakes Advisors Jason Turner charges a fee based on a percentage of assets under management. The fee structure is transparent and competitive.
Question 4: What is the minimum investment required to work with Great Lakes Advisors Jason Turner?
Great Lakes Advisors Jason Turner has a minimum investment requirement to ensure that clients receive the appropriate level of attention and service.
Question 5: Is Great Lakes Advisors Jason Turner a fiduciary?
Yes, Great Lakes Advisors Jason Turner is a fiduciary, legally obligated to act in the best interests of clients and prioritize their financial well-being.
Question 6: How do I contact Great Lakes Advisors Jason Turner?
You can contact Great Lakes Advisors Jason Turner by phone, email, or through the website contact form.
These FAQs provide essential information about Great Lakes Advisors Jason Turner, addressing common questions and clarifying key aspects of the firm's services and approach.
Transition to the next article section:
Tips from Great Lakes Advisors Jason Turner
Great Lakes Advisors Jason Turner, a leading financial advisory firm, offers valuable tips to help individuals and families achieve their financial goals:
Tip 1: Set SMART Financial GoalsStart by setting Specific, Measurable, Achievable, Relevant, and Time-Bound (SMART) financial goals. Clearly define what you want to achieve, how you will measure progress, and a realistic timeframe for accomplishment.Tip 2: Create a Budget and Stick to It
Track your income and expenses to create a comprehensive budget. Allocate funds wisely, prioritize saving and debt repayment, and regularly review and adjust your budget to align with your financial goals.Tip 3: Invest for the Long Term
Invest consistently over time, even small amounts. Take advantage of compound interest and stay invested through market fluctuations for potential long-term growth.Tip 4: Diversify Your Investments
Spread your investments across different asset classes, such as stocks, bonds, and real estate, to reduce risk and enhance potential returns.Tip 5: Plan for Retirement Early
Start saving for retirement as early as possible. Utilize tax-advantaged retirement accounts and consider employer-sponsored retirement plans to maximize your savings.Tip 6: Seek Professional Financial Advice
Consult with a qualified financial advisor who can provide personalized guidance and assist you in navigating complex financial decisions.Tip 7: Stay Informed and Adaptable
Continuously educate yourself about financial matters and stay informed about economic trends. Be prepared to adjust your financial strategies as needed to respond to changing circumstances.Tip 8: Be Patient and Disciplined
Building wealth takes time and effort. Stay patient with your financial journey and maintain a disciplined approach to saving, investing, and managing your finances.
Conclusion
Great Lakes Advisors Jason Turner stands out as a reputable and experienced financial advisory firm. With a commitment to personalized advice and comprehensive financial planning services, the firm empowers individuals and families to achieve their financial goals. Jason Turner's expertise, coupled with the firm's client-centric approach and range of services, makes Great Lakes Advisors Jason Turner an ideal choice for those seeking professional financial guidance and tailored solutions.As you embark on your financial journey, remember the valuable tips provided by Great Lakes Advisors Jason Turner. By setting SMART goals, creating a budget, investing wisely, and seeking professional advice when needed, you can navigate financial complexities and work towards a secure financial future. The firm's dedication to helping clients achieve their financial aspirations is a testament to their commitment to excellence in the financial advisory landscape.Article Recommendations
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