ABOUT US

“If we command our wealth, we shall be rich and free.

If our wealth commands us, we are poor indeed.”

Edmund Burke

How We Work for You

After over 100 years of combined experience in the financial services industry, you could say we've learned a little something about our craft: providing disciplined wealth management with an intelligent, caring approach to each and every client. 

To ensure your understanding and comfort in our process, we offer a collaborative approach. We provide individualized service, customized for you, designed to achieve the investment objectives we determine together. Your objectives and general financial goals are key.


Through an advanced process, we conduct a question-and-answer event to gather information. We then process the information through our system to analyze each response and determine the overall risk, time horizon, and investment objective for your portfolio. The result is then reviewed with you to make sure of its accuracy and correctness. This process is repeated at least annually to make sure the investment approach for you remains valid.


We use state-of-the-art technology and trading facilities to optimize our processes and provide you with quick access to information on all accounts managed or administered through the Turner platform.

Meet Our Team

ANDREW TANG

CEO, Chief Investment Officer

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SCOTT KLAASSEN

Chief Operating Officer


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JOHN KOSTIC Jr., CFP®

CERTIFIED FINANCIAL PLANNER™

Dir., Financial Planning

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SHELLEY WEAVER

Operations Manager, Advisors' Assistant


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OUR STORY

The Legacy of Turner Financial Group

Benny M. Turner, founding father of Turner Financial Group, Inc. (TFGI), established the firm in April 2005 and built a legacy of integrity, compassion, and faith. Born in 1945, he brought the insight of a pastor, marriage and family therapist, and college professor to financial planning, shaping a people-first approach that viewed retirement not only through numbers, but through relationships, purpose, and long-term well-being.


Through frameworks such as Precision Income by Design™ and The Prudent Retirement Optimization Process, Benny helped families pursue sustainable income, clarity, and peace of mind in retirement. Though he retired in December 2023, his spirit continues to guide TFGI as a living expression of his vision: service, wisdom, ethical stewardship, faith-centered values, and a heartfelt commitment to helping others build financial security with dignity and purpose.