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Kevin Turner
Phone: 770-828-0102
Fax: 770-828-0108
Mobile: 678-787-5009 |
Services Offered |
Peak Level Consulting -
Principal, Lead Consultant
Money Concepts -
President of Financial Planning Centre, Financial Advisor |
Expertise |
- Working with individuals and families in developing and implementing comprehensive financial plans
and
investment strategies.
- Working with businesses and self-employed individuals in setting up retirement plans,
proactive tax
planning, asset protection, and wealth management.
- Providing advice and counseling to Investment Clubs.
- Strategic business planning and assistance with funding solicitation
and expansion planning.
- Customized database development for small businesses to streamline
administrative processes.
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Education |
- MBA, Management - Webster University
- B.S.-ME - The University of Kansas
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Licenses and Certifications |
- Series 7 Securities Licensed
- General Securities
- Mutual Funds
- Variable Products
- Life and Health Insurance
- Certified Fund Specialist
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