Meet Brent Turner
Welcome to my financial advisory practice!
Welcome to my financial advisory practice! With over 30 years of experience as an independent financial advisor, I have had the privilege of providing my clients with the personal attention and flexibility they deserve. Building strong and lasting relationships is at the core of my approach, and many of my clients have been with me for decades.
As a specialist in working with individuals and small business owners, my passion lies in helping them uncover and recover the money they may unknowingly and unnecessarily be losing. I understand the unique financial challenges faced, and my goal is to guide them through the complexities and uncertainties they encounter. Whether nearing retirement, navigating significant life changes, or seeking greater financial independence from their business, I am here to teach, coach, and empower them to make informed decisions that align with their long-term goals.
Financial management can be confusing, and the multitude of investment options can be overwhelming. My role as an advisor is to demystify this maze of possibilities and create a customized financial plan by carefully assessing taxes, Social Security benefits, current assets, and risks. Together, we will maximize opportunities that set the course for a brighter financial future.
Rooted in Montana with my wonderful wife, Lisa, and our son, I am deeply connected to the community and actively contribute through my involvement in church and various organizations. As an avid outdoorsman, I cherish moments canoeing, fishing, hunting, and skiing amidst the breathtaking Montana mountain views.
As a small business owner, you are the heartbeat of the community, and I am committed to helping you thrive and achieve your financial objectives. Whether you’re just starting, expanding, or planning for succession, I am here to educate, guide, and support you every step of the way. Let’s work together to transform your financial landscape and pave the way for a prosperous future.
Contact me today, and let’s embark on this journey together from where you are to where you want to be – financially empowered and secure.