Broker Check
Can Election Results Predict the Market? It May Be Time for a Financial Checkup Forecast

Understanding Today’s Financial Environment

I’m Thomas Turner, a financial professional in Anchorage, AK. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (907) 522-1194.

Services

We create strategies tailored to your goals.

Learn more

Independence

Without any conflicts of interest we put your needs first.

Learn more

Trust

We enjoy building trusted relationships that span generations.

Learn more

Helpful Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Rightsizing for Retirement

What does your home really cost?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

View all videos arrow