Turtle Creek Financial Group

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(214) 526-2800Call Visit WebsiteVisit Website Map & DirectionsDirections3131 Turtle Creek BlvdDallas, TX 75219 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Dallas with Associations

University Park (4 miles)
Irving (14 miles)
Los Colinas (15 miles)
Las Colinas (15 miles)

More Info

General Info

Just north of downtown, this area is popular with runners, many of whom begin from the nearby YMCA.Just north of downtown, this area is popular with runners, many of whom begin from the nearby YMCA.

Extra Phones

Phone: (214) 219-6669

Phone: (214) 522-1310

Phone: (214) 526-1133

TollFree: (800) 576-4377

Payment method

amex, discover, master card, visa

Location

Turtle Creek Tower

AKA

Turtle Creek Association

Turtle Creek Pain Management

Turtle Creek Park

Other Links

http://www.turtlecreekfinancial.com

https://www.turtlecreekassociation.org/contact-us

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Details

Phone: (214) 526-2800

Address: 3131 Turtle Creek Blvd, Dallas, TX 75219

Website: http://www.turtlecreekfinancial.com

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Turtle Creek Financial Group

Tax Planning
Charitable Giving
A gift made to a nonprofit organization, charity, or private foundation. But more than that, a charitable gift allows a donor to make a difference, to make an impact on an individualâ€™s life, and to give back to the community that they live in.
Estate Taxes
Tax Services
Income Tax
The Coordinated Retirement Income Strategy (CRIS) is presented as a potential solution for Americans concerned about their ability to achieve a secure retirement. According to the National Institute on Retirement Security’s 2018 Retirement Security Roadmap, 82% of Americans share these concerns. CRIS is designed to contractually solve the problems of market volatility, lost opportunity costs, and uncertain retirement income that many Americans face. CRIS is an asset allocation and coordination strategy that can reduce market risk, income tax exposure, and protect social security benefits, among other benefits.

Wealth Management
Learn what is typically involved in financial analysis as part of a wealth management plan. This includes defining what you need, determining your likely sources of retirement income, defining your wealth gap, and adjusting your analysis for inflation factors.

Accounting Services
Payroll Services

Financial Planning
An actuarial algorithm designed to measure probabilities and degrees of certainty of outcomes. This principle was utilized by Los Alamos scientists when developing the atomic bomb. The Monte Carlo Principle was first applied to retirement planning by Randy Spiegelman, Senior Vice President of Financial Planning at the Charles Schwab Center for Financial Research. Mr. Spiegelman concluded that there is a 90% probability that a 4% withdrawal rate of funds may be sustained for 30 years of retirement cash flow.
Retirement Planning
In this video, Turtle Creek Financial Group highlights their expertise in supporting Managing Owners. Discover how they help develop strategies to optimize the earnings power of your business, create personal wealth, and ensure business continuity. Learn about their comprehensive approach, including key employee indemnity, partner protection, income replacement, retirement planning, and estate equalization. Say goodbye to “Businessopia” and unlock the keys to sustained success with Turtle Creek Financial Group.
Annuities
The information contained herein is based on our current understanding of federal tax and state insurance laws as they relate to life insurance, annuities, ERISA qualifies retirement plans or other subject matter discussed.These laws are subject to change in the future. Turtle Creek Financial Group and or its associates do not provide tax or legal advice.
Long Term Care
Traditional planning approaches involve taking at-risk money and distributing it based on the Monte Carlo Principle. In contrast, CRIS allows for a 20-100% increase in future retirement income while reducing market risk and protecting against long-term care expense depletion. In the example given, taking a 4% withdrawal rate of funds from a 401(k) account may be sustained for 30 years of retirement cash flow. However, with CRIS, a 9% annual distribution rate for 15 years from the initial at-risk money would generate $45,000 in annual income, leaving at-work money to sustain an individual for the additional 15 years.
Asset Management
Living Trusts
Asset Protection
We specialize in the coordination of State of the Art asset protection solutions for our clients. Key elements of this unique package have been attested to by the Wharton School of Business and recognized by the U.S Patent office.

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