Phineas A. Turner, LUTCF, CLTC®

Phineas has been humbly serving clients in the financial services industry for over 25 years. During his extensive career, he has had the privilege of working for Fortune 500 companies across the United States. This experience has helped him gain invaluable insights into the world of retirement and financial planning. Additionally, Phineas is grateful as a member in the highly regarded Million Dollar Round Table*, which serves as a testament to his ongoing dedication to providing excellence in this field.

His primary focus as a financial services provider is to help alleviate the anxiety that can come with retirement planning. Phineas understands that one of the risks associated with retirement is longevity, and making this major life decision can be overwhelming. As a compassionate problem solver, Phineas will help guide his clients through every step of the retirement planning process, to implement a plan designed to help ensure they will not outlive their money.

*Million Dollar Round Table (MDRT) - 2024 annual membership demonstrates qualifying production and meeting minimum production levels and pay annual dues. Qualification should not be perceived as a recommendation or an endorsement of services.  Qualifying Life Membership: An individual becomes a Qualifying Life (QL) member when approved for the 10 year membership. https://www.mdrt.org/join/member-requirements/