Michael Turi (CFP®)
Michael Turi focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Real Estate Investments
- Tax Planning
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Real Estate Investments
- Tax Planning
Planning Specialties
Real Estate Investors Small Business Owners Entrepreneurs Young FamiliesAdditional Information
As an independent, planning-oriented firm acting in a fiduciary capacity, I guarantee that the clients’ best interests come first. And as someone who is passionate about my local community, it is my honor to serve those that are the bedrock of what makes our neighborhoods so special – our innovators, creators, and go-getters that bring us together and push us forward. My goal is to provide them with financial guidance, confidence, and resources so that they can focus on the things that excite and drive them.NAPFA Start Date
June 10, 2021