Turner Boehler & Associates

CONNECT

Address:

3262 Cabaret Trail South Ste 210
Saginaw, MI 48603

Phone:

989-792-1131

Fax/Other:

989-792-1343

Our Services

We serve individuals and businesses in all areas of financial management, including:




  • Retirement planning



    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     


  • Estate Planning



    Helping with strategies to preserve your estate for your intended heirs. Potententially minimizing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 

     
  • Insurance Planning



    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

     


  • Education funding



    Recommending investment and accumulation strategies to help you pay for your children's education.

     


  • Investment Planning



    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

     


  • Employee and executive benefits



    Helping your business attract and retain qualified employees through benefit packages.


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