Turner Financial

Turner Financial Turner Financial, a fee only independent firm, offers tailored investment strategies and comprehensive financial planning.

Helping clients achieve their financial goals with professionalism and integrity. Many clients face challenges when it comes to saving and building their retirement. I help clients by establishing a plan seeking to help them overcome challenges and reach their retirement goals. As an independent fee only fiduciary we can advise clients without conflict providing the best advice for them. Where my

firm is different than most is I believe all clients should have access to the same planning information and tools. Not every client's needs will be the same so we utilize multiple products and retirement vehicles that allow clients to pursue their goals.

The first quarter of 2026 has brought a unique set of challenges to face. From shifting geopolitical tensions in the Mid...
04/01/2026

The first quarter of 2026 has brought a unique set of challenges to face. From shifting geopolitical tensions in the Middle East to a major transition at the Federal Reserve. I’ve put together our latest second quarter outlook at Turner Financial to help you make sense of the 7% market pullback we saw this past month and what it means for your long-term goals. Whether you are a small business owner navigating rising fuel costs or an individual just starting your retirement journey, this month’s update covers the strategic moves we are making to find opportunity in the volatility. You can read the full breakdown and see our latest market data on our website here: https://turnerfinancial.com/turner-financial-april-2026-second-quarter-outlook/

Last chance to have some fun for a good cause. Free entry and winner picks the charity to receive the prize!
03/19/2026

Last chance to have some fun for a good cause. Free entry and winner picks the charity to receive the prize!

‘Turner Financial Charity March Madness Pool 2026’ is my 2026 NCAA® Men's Bracket Games on CBS Sports. Join it today!

This is a step in the right direction. When I saw this article I couldn't wait to share it. I have had numerous conversa...
03/18/2026

This is a step in the right direction. When I saw this article I couldn't wait to share it. I have had numerous conversations with people who wish they had a finance 101 class in high school and hoped their kids would have access to one. Hope more states and schools adopt this.

States are trading one requirement for another as they emphasize practical education.

Turner Financial's Charity March Madness Pool is Back for the New Year! Last year's winner picked the Omaha Children's H...
03/13/2026

Turner Financial's Charity March Madness Pool is Back for the New Year! Last year's winner picked the Omaha Children's Hospital to receive a donation of $250!

Here is your chance to have some fun and support your favorite charity! No cost to enter.

What should you look for in a financial advisor? Chapter 10 of the most recent edition of "The Intelligent Investor" by ...
02/27/2026

What should you look for in a financial advisor? Chapter 10 of the most recent edition of "The Intelligent Investor" by Benjamin Graham is my go to resource, but this article from David Booth of Dimensional Funds covers 5 of the sameessentials. Finding the right advisor starts with asking the right questions.

Thinking about getting a financial advisor? A good one will welcome your questions. So here are some to get you started.

https://turnerfinancial.com/turner-financial-february-2026-newsletter/
02/02/2026

https://turnerfinancial.com/turner-financial-february-2026-newsletter/

For more detailed market data, visit WSJ Market Data.These indexes are included for illustrative purposes only. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction cost or other fees, which will affect actual investment performance. I...

01/08/2026

The announced Monday, January 26, 2026, as the opening of the nation’s 2026 filing season. You will have until Wednesday, April 15, 2026, to file your 2025 tax returns and pay any tax due. Don’t forget that IRS.gov has online tools and resources you can use before, during and after filing your federal tax return. For a list of filing season tools, reminders and resources, read: https://ow.ly/1yqq50XTweL

The IRS announced Monday Janaury 26th as the start date to tax season. If you are not already collecting your tax docume...
01/08/2026

The IRS announced Monday Janaury 26th as the start date to tax season. If you are not already collecting your tax documents now is a good time to start. The IRS shared the following news release with some tips for this years tax season which includes a lot of changes due to the One Big Beautiful Bill provisions.

https://www.irs.gov/newsroom/irs-announces-first-day-of-2026-filing-season-online-tools-and-resources-help-with-tax-filing

Turner Financial does not offer tax advice, but does work with clients on tax efficient financial, estate and wealth planning. We encourage our clients to work with a qualified tax professional.

An increasing number of clients are small business owners. This article highlights the “Stealthy Wealthy” as an alternat...
01/06/2026

An increasing number of clients are small business owners. This article highlights the “Stealthy Wealthy” as an alternative path to wealth.

The road to riches is paved with cup holders, burgers and miles of elementary school carpeting for many medium-size regional businesses, a sector with growing importance to the U.S. economy.

Out with the old and in with the new in 2026! In reality finances are not that simple as much as we would wish. I wanted...
01/02/2026

Out with the old and in with the new in 2026! In reality finances are not that simple as much as we would wish. I wanted to share five financial new years resolution ideas that anyone can use to improve their financial situation. These are not groundbreaking, but each alone will move you closer to your goal and achieving all five will provide a solid financial foundation.

https://turnerfinancial.com/turner-financial-january-2026-newsletter/

It’s important to let your representatives know Social Security benefits are an important issue to address. The sooner t...
01/02/2026

It’s important to let your representatives know Social Security benefits are an important issue to address. The sooner they discuss a solution the more impactful it can be.

Those elected this fall will face the program’s 2032 insolvency deadline during their six-year terms.

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11060 Oak Street, Ste 1
Omaha, NE
68144

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