Turtle Creek Financial

Turtle Creek understands that for most business owners, the business is the greatest asset AND the greatest wealth opportunity. We help each business owner develop and implement strategies to harness the earning power of the business to create personal wealth outside of the business. Sign on with Turtle Creek, learn the art of Exit Planning, and discover how specialized insurance products can help business owners build financial security for the future.

Why is Exit Planning so important? Many owners expect to sell their business to fund their retirement. Unfortunately, there is often difficulty in finding a buyer that will close once the owner retires or expires, allowing competitors to directly market to former customers.

Exit Planning is a vital part of realizing the maximum reward for a life’s work. This planning must be done well in advance of projected retirement to enhance the marketability of the business.

Complete the adjacent form to learn more and receive an invitation to our introductory Zoom Session.

Complete this form

OR CALL 888-461-7370

An Introduction To Exit Planning

With Turtle Creek, I have closed more deals with business owners in six months than I used to do in a year. I learned about the seven ports of life and the circles of influence to significantly increase my contacts. Also, the back office support helps me show clients different options for tax-free retirement income versus a 401k or IRA.

Larry W. Chow
Turtle Creek Financial Advisor

I learned more in 2 months at Turtle Creek than in 4 years with a large Midwest firm. I also like Bill Watson’s coaching style. He is extremely knowledgeable and will help in any way, while allowing you the freedom to run your business as you see fit.”

Ray Croff
Turtle Creek Advisor

I was one of his first agents to sign a contract with Turtle Creek. They have demonstrated that they are in this business to train and assist agents to succeed. The proven sales techniques, support staff and sales technology are suited to anyone from an entry level agent to a seasoned veteran.

Bill Brinson,
Turtle Creek Advisor