Catherine G. Turner, CFP<sup>&reg;</sup> - Financial Advisor

Catherine G. Turner, CFP®

ChFC

President

Navigational Wealth Planning, Inc.

5200 Dallas Highway, Suite 200, Box 298
Powder Springs, GEORGIA 30127
FINANCIAL ADVISOR'S WEBSITE
(770) 226-0558

General

Catherine Turner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Navigational Wealth Planning, Inc. in Powder Springs, GEORGIA and the surrounding communities.

Financial Advisor Overview

What is prompting you to seek financial advice? What issue or concern are you hoping to find answers to? Perhaps you are in your 50s and recognize that the time is now to address the importance of being prepared for what lies ahead and get your financial and estate plan in order. How many total dollars do you need to have accumulated by your desired retirement date for you to afford the lifestyle you are expecting and all of the random expenditures and events? How realistic are your expectations of what you intend to withdraw from your accounts? Will it be necessary for you to supplement your retirement with P/T earnings or even push back retirement? What are you unaware of or not thinking about in terms of this transition? Are you really going to wing this on a few assumptions or 5 question retirement calculator found on a website? Being adequately prepared is having answers while you can still make changes, ahead of retirement. Getting those answers can be best approached with guidance from a seasoned Certified Financial Planner™ practitioner with broad knowledge and expertise. If you are seeking answers to questions you are unable to answer for yourself, be smart: seek Direction With Discernment from a CFP® Practitioner, who will not be more interested in pushing product sales on you but can actually answers your questions. Click the link to my website for more information! Financial planning analysis and guidance is offered for hourly or flat rate.

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Financial Advisor Experience

I have been engaged in providing comprehensive financial planning analysis and wealth management services since 1997. Folks who desire direction and advice face the unpleasant challenge of finding someone who is qualified and provides the service to answer the broad financial, tax and estate questions that they have- as so many "advisors" focus mostly on helping folks with investment assets. Next finding a firm that offers advise absent of a strong push towards the sale of a financial product is nearly impossible. In 2006, I proudly opened the doors of Navigational Wealth Planning, Inc. to serve the needs of the everyday person who simply seeks trustworthy advice and direction with discernment without any of the disappointment of unworthy free general consultation or a ploy to purchase a financial product.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: GA
  • Health/disability insurance: GA
  • Fixed annuities: GA
  • Variable annuities: GA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc.. (JWCA). Navigational Wealth Planning, Inc. is independent of JWC/JWCA.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources