FAQ – Uturn Equity

You Ask, We Answer

Answers to Frequently

Asked Questions

How much do I need to have to work with you?

Some people say you need $250,000, $500,000 to work with them. I say if you if you are coachable and want to win with money, we’re open to providing the guidance you need to make progress on your path to a successful retirement with the peace of mind you crave.

What happens at a first visit? What should I bring?

Bring some statements, a profile folder, and we’ll have a no obligation consultation that doesn’t cost you anything.

Can I meet with you if I already have an advisor?

If your advisor hasn’t been talking to you about the things mentioned on our website, absolutely. Get a second opinion. Just as many get second opinions on medical procedures, you deserve a second opinion to help ensure you are on the right path to retirement.

How do I get paid? Is there a charge to meet?

NOTHING! We have never charged for meeting with our clients and people seeking financial answers. If you decide to move forward with our suggestions, our team will be transparent about any costs and fees so you can make an informed decision for you and your family.

If I’m not happy with my advisor, is there a way to transfer or move my money without contacting him or her?

Yes.

Do you work with an Attorney, CPA, etc.?

Yes.

How often do you meet with clients?

We meet at least annually. We also provide easy access to connect if you have questions, comments or have needs in the in-between time.

What professional designations do you have?

I am an investment advisor representative of TruAdvice, LLC. TruAdvice, is an SEC registered investment advisor. Registration as an investment advisor does not imply a certain level of skill or training. I also hold multiple life insurance licenses as an independent insurance agent. Insurance business is conducted through Uturn Insurance Services, Inc. and is separate and distinct from advisory business conducted through TruAdvice, LLC.

Who would benefit from a meeting with you?

Everyone’s financial situation is different. Everyone needs a plan that works for them. We take a holistic approach to your financial situation. From getting out of debt to building wealth, we can help you create and implement a retirement plan that helps address your needs and achieves your goals. If by chance when we meet if I can’t help you, I will tell you.

https://www.youtube.com/watch?v=BHACKCNDMW8?v=Zsqep7_9_mw&t=6406s&t=325s&feature=youtu.be

Tucker Waits

“In Retirement,

Fridays aren’t the best day of the week…

They all are.”

Investment advisory services are offered through TRUADVICE, LLC, an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any level of skill or training. TRUADVICE, LLC’s unique CRD number is 292482. You can obtain a copy of TRUADVICE, LLC’s firm brochure (Form ADV Part 2A) and client relationship summary free of charge by visiting https://adviserinfo.sec.gov/firm/summary/292482. TRUADVICE, LLC offers investment advisory services only where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement, and have been provided a copy of the firm’s ADV Part 2A. Insurance services provided by Uturn Insurance Services, Inc. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products. You should consider the charges, risks, expenses, and investment objectives carefully before entering a contract. This material has been prepared for informational purposes only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, accounting, or other financial advice. Uturn Equity Inc., Uturn Insurance Services, Inc. and TRUADVICE, LLC do not provide tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Uturn Equity Inc. and Uturn Insurance Services, Inc. are separate and independent entities from TRUADVICE, LLC. Uturn Equity Inc. and Uturn Insurance Services, Inc. are affiliated entities.

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