Turnberry Financial

Goals-directed Investment Management Services

 

650 Hampshire Road, Suite 100
Westlake Village, CA 91361
Phone: 805 374 2700
Fax: 805 374 2702
e-mail: lawrence@turnberryfinancial.com
 
 
For a free Risk Profile, second opinion about your current investment portfolio or personalized investment allocation, click here to contact us.
 
Disclaimer:  This web-site does not constitute a complete description of our financial planning services, investment services or performance. Nothing contained in this web-site is a solicitation or offer to sell securities nor is this web-site a solicitation to sell financial planning or investment advisory services except, where applicable, in states where we are registered to provide such services or where an exemption or exclusion from such registration exists. We do not guarantee or warrant the accuracy or timeliness of information provided on this site by third parties. We believe sources of information regarding stock quotes, charts, and related articles obtained from third parties to be reliable. Furthermore, neither we nor our information providers will not be liable for any errors or inaccuracies regardless of the cause whether lack of timeliness, interruption of transmission or delays at the source. ALTHOUGH WE BELIEVE THAT THE INFORMATION PROVIDED ON THIS SITE IS RELIABLE, WE DO NOT WARRANT BY IMPLICATION OR EXPLICIT EXPRESSION THE ACCURACY OR COMPLETENESS OF THAT INFORMATION.   NOTHING CONTAINED IN THIS WEB-SITE STATES OR IMPLIES THAT PAST RESULTS ARE AN INDICATION OF FUTURE PERFORMANCE.   WE DO NOT WARRANT ANY RESULTS OBTAINED FROM ANY CONTENT ON THIS WEB-SITE.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

More Newsletters →