Join us for our FREE online presentation and discover how to avoid the critical mistakes that a staggering 80% of IRA owners tend to make.

Dear 401(k), IRA, 403(b), and retirement account holders, it's imperative to stay informed and prepared for impending changes that could significantly impact your financial future.

Are you prepared to uncover the keys to steering clear of costly IRA errors and unlocking the full potential of your IRA and 401(k)?

In light of the ongoing economic uncertainty, adapting your retirement planning strategies to safeguard your savings has never been more essential.

Don't miss out on this enlightening group presentation hosted by President of WMS Retirement Solutions, Mark Turner.
Mark Turner
Mark Turner has been helping individuals retire with confidence for over 2 decades. Mark is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure you have an income you can’t outlive. Working with top estate planning attorneys, he assists his clients with life insurance and long-term care planning alternatives to ensure legacy preservation for loved ones.

He has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. When Mark was just 25, his family wasn't prepared for the passing of his father at age 52. Mark recalls, "I saw what can happen when there's no planning in place and you receive inaccurate advice. That's why I urge my clients to plan early, review often, and make changes when necessary."

That experience motivated Mark to not only want to help others from enduring the same suffering he and his family went through, but also become an Accredited Investment Fiduciary (AIF). That designation is earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to their clients. "My goal is to create a worry-free retirement for my clients," says Mark. "I want them to be confident that they've done the proper planning to ensure wealth preservation for themselves and loved ones."

According to Mark, "Whether you have a nest egg of $5 million or $250,000, I want to ensure your money is working as hard and as smart as you did earning it. Each individual and couple has specific requirements, different tolerances for risk, and may need their money at different times for different reasons." By understanding the unique needs of his clients, Mark is able to develop financial strategies that work in the best interest of each and every one of his clients.

Mark attended California State Northridge with a major in business management and a minor in marketing. When he isn't advising clients, Mark enjoys spending time with his wife and daughter, traveling, and attending his daughter's many events.
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