Skip to main content
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”