About – Uturn Equity

Our Story

Let’s Optimize Your

Plan For Retirement

For years the “buy and hold” (buy and hope!) method of retirement planning has been the rule of thumb for many pre-retirees.

Today’s volatile up and down cycles make “buy and hold” a thing of the past. Let's discuss the new best practices.

Providing high quality advice and form fit plans to achieve your retirement goals.

Tucker Waits

President, UTurn Equity

Welcome!

I majored in Finance at James Madison University and started my career in 1999 at Morgan Stanley in DC as a stock broker. I have experience working with Citi-Group as well as Mass Mutual as a sales manager. In 2004, I completed my executive certificate in financial planning from Georgetown University and then started my own company, Uturn Equity.

Uturn Equity's mission is to help people build, protect and manage their wealth in safe and tax efficient manner.

We specialize in tax efficient retirement income strategies.

Now Is The Time

Develop retirement plans that help maximize Social Security, manage and protect cash flow, and increase tax free income.
Every family should be well-informed about retirement options.

Financial Security

One of UTurn Equity's specialties is helping couples enjoy retirement all while helping to provide financial security which parallels leaving a legacy behind for any loved ones.

Passion

With over 23 years of serving in the financial services industry, passion abounds in helping people who are near retirement or actively in the process of the transition.

Credentialed

Life, accident and health insurance licenses, Series 65 licenses and registration as an investment advisor representative of TruAdvice, LLC.

https://www.youtube.com/watch?v=PBJlAhTm994

Anatole France

“To accomplish great things, we must not only act, but also dream; not only plan, but also believe”

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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