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
 
Welcome to the website of Turnberry Financial Services, a Registered Investment Advisor.  We provide investment management services and comprehensive financial planning.
 
Financial Planning --
 
Security and peace of mind are generally the result of good planning.  There are five areas in your financial life that need regular attention:
 
Taxes
Investments
Planning
Insurance
Estate Planning 
 
Your future depends on your plan.   Each area impacts every other area.  Failure to prepare in one area will destroy the preparations in another. 
 
Our role is to bring together experts in each of these fields, in a setting of objectivity and openness, empowering the decision-making process.
 
Investment Management  
 
If you are counting on the financial markets to help you provide for your retirment, you know these are challenging times.  Because of two severe market corrections in the last ten years investors have experienced what is being called the "lost decade."   We have concluded that its more important to manage risk that to simply seek returns.
 
In an effort to manage investment risk,  we divide each portfolio into three Risk/Return Tiers.  Tier 1 is focused on income with low risk, Tier 2 is focused on equities with moderate risk, Tier 3 is focused on equities with market risk and return. 
 
For a free Risk Profile, second opinion about your current investment portfolio or personalized investment allocation, 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

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?

Impact of Inflation

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

Loan Payoff

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

More Calculators →

Newsletters

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

More Newsletters →