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Making Money is Exciting...but Fleeting

Freedom from Money Worries is Truly LIfe Changing

Your Money Experience Doesn't Have to be a See Saw

Waiting until you’re in a financial crisis to get help leads to worry, stress, and unfulfilled dreams.

BUT THERE IS A BETTER WAY
Taking a clear-eyed look at where you stand and then proactively addressing all of the financial challenges you face with a purpose and a plan.

Solving the Puzzle

Maximizing your financial potential isn’t about how much money you have.

It’s about knowing what the money is for and aligning it with what you truly value by…

PUTTING THE PIECES OF THE PUZZLE TOGETHER

Our Service Offerings

Passport360 is our financial planning retainer service program where we work hand-in-hand with you to build your Financial Roadmap and Action Plan, and we work as your accountability partner to help you make ongoing progress towards your objectives.

Our Assessment and Analysis services include the Evaluator Service provides you with an objective financial assessment of whether you are on track to achieve your objectives.  We can also provide you with an objective analysis on specific financial concerns you may have on issues like cash management, retirement readiness, and more.

Investment Management is often at the heart of your Wealth Building efforts. As an independent firm, we have access to a wide range of investments and investment managers to help you accumulate assets for future needs or manage the assets you've built to provide current and future income, using a systematic approach that is consistent with your objectives, the stage of life you are in, your comfort level, and your timeline.

No matter how successful you are at building wealth, an unfortunate situation could put your plan in jeopardy without proper Risk Management. We can help you assess the areas of your financial life that pose risks and recommend tools that can help you mitigate those risks  by the way you structure your finances and with insurance protection.

Passport360 is our financial planning retainer service program where we work hand-in-hand with you to build your Financial Roadmap and Action Plan, and we work as your accountability partner to help you make ongoing progress towards your objectives.

Our Assessment and Analysis services include the Evaluator Service provides you with an objective financial assessment of whether you are on track to achieve your objectives.  We can also provide you with an objective analysis on specific financial concerns you may have on issues like cash management, retirement readiness, and more.

Investment Management is often at the heart of your Wealth Building efforts. As an independent firm, we have access to a wide range of investments and investment managers to help you accumulate assets for future needs or manage the assets you've built to provide current and future income, using a systematic approach that is consistent with your objectives, the stage of life you are in, your comfort level, and your timeline.

No matter how successful you are at building wealth, an unfortunate situation could put your plan in jeopardy without proper Risk Management. We can help you assess the areas of your financial life that pose risks and recommend tools that can help you mitigate those risks  by the way you structure your finances and with insurance protection.

Helping You MAXIMIZE Your Potential - So you can live your life with Purpose and Passion!

Helping You MAXIMIZE Your Potential - So you can live your life with Purpose and Passion!

Helping You MAXIMIZE Your Potential - So you can live your life with Purpose and Passion!

Your Money is a Tool to Make Your Life Fulfilling

Everyone needs money to live, but the quality of our lives is much more defined by our experiences and the memories we make. Money is simply a tool we can use to enhance those experiences.

The work we do for you is aimed at helping you navigate your entire financial life in such a way that you are freed up to live your life to the fullest to create those memorable experiences now and in the future.

We want to help you fulfill your dreams and Maximize Your Potential!

Do you want to engage in building your wealth to put the pieces of your financial puzzle together?
Discover how WE can help YOU!

The solution to help with all your financial needs.

Meet Kevin!

Kevin Turner, Financial Professional in Atlanta, GA

Kevin Turner CFS, RFC

Email Address

Email

Office Number

(770) 804-0428

Mobile Text

(770) 804-0428

Find Me On

Kevin Turner has been a financial advisor with Money Concepts since 1997, developing financial plans and implementing strategies for individuals and businesses to assist clients in achieving their financial goals.  Kevin came to the financial planning profession after starting his career in the field of engineering and subsequently obtaining his MBA, which sparked his interest in pursuing a career in financial services.  In offering services to his clients, Kevin stresses the importance of being an educator of his clients to help them to become more informed and empowered in their own lives.  His feeling has always been that a sound financial plan was something everyone needed, so that was his aim when he transitioned to the industry: to serve everyday people with comprehensive financial planning.  After taking some time to learn the business as an associate advisor, when Kevin was ready to start his own financial planning practice, he wanted the practice to reflect the ideals of helping people to maximize their potential through a collaborative approach and providing service that was personalized to client’s specific needs, with a focus on good stewardship as a cornerstone principle.  Approaching client relationships this way may be more time intensive, but it allows us to be on the same page as our clients, providing advice that they can have confidence and believe in, that they can be invested in as a collaborative partner, and that can give them peace of mind to know that we are leaving no stone unturned in helping them maximize their potential.

Kevin Turner CFS, RFC is licensed to sell and/or discuss Securities Products only to residents of the states listed: AL, CA, DC, FL, GA, LA, MA, MD, MN, MO, NC, NJ, NY, TX, VA
Kevin Turner CFS, RFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: GA
Kevin Turner CFS, RFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed: FL, GA, LA, MO

Licenses

  • Series 6, 63, 65, 7