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

Catherine G. Turner, CFP®

ChFC

President

Navigational Wealth Planning, Inc.

1827 Powers Ferry Rd, Bldg 4, Ste 200
Atlanta, GA 30339
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 Atlanta, GA 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? If you are in your 30s and 40s, your spending habits will be the greatest determinant of future financial success and security. Perhaps you are in your 50s and recognize that you really need to address the importance of being prepared for what lies ahead. How many total dollars do you need to have accumulated by retirement for you to afford the lifestyle you are expecting and all of the random expenditures and events? Are your expectations of what you intend to withdraw from your accounts unreasonable? Will it be necessary for you to supplement your retirement with P/T earnings or even push back retirement? What are you not thinking about in terms of this transition? Are you really going to wing this on a few assumptions or quick retirement calculator 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 an astute 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. I discovered for myself that it is not easy to find a qualified expert for the purpose of receiving reliable and useful conflict free financial advice and direction absent of being pushed towards the sale of a financial product. 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 answers.

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.

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources