KP
Kurt Poetschke
Financial Advisor at Turtle Creek Financial
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Work Experience
Financial Advisor
Nov 2010 - Present · 14 years and 1 months
Independent Agent
Oct 2010 - Present · 14 years and 2 months
First Community Bank
Executive Vice President
Jan 2009 - Mar 2010 · 1 years and 2 months
Company Details
11-50 Employees
Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex. Our associates work with clients to develop and implement plans to grow, protect and distribute personal wealth. Our expertise is in no market risk, tax efficient insurance and savings plans utilizing state of the art financial solutions and strategies. We are most proud of the objectivity we are able to offer clients due to our open platform and multiple carrier relationships. Our broad background and team of veteran associates provide us the ability to bring focused expertise and support to virtually all elements of the Financial Services spectrum. We specialize in working with private business owners to insure Business Continuity, implement Executive Compensation Strategies, Key Employee Benefits and personal wealth accumulation and transfer plans.
Year Founded
2003
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
3131 Turtle Creek Blvd Suite 303 Dallas, Texas 75219, US
Keywords
Tax efficiento risktax freeretirementexit planning
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Contact Details
  • Email AddressK**@turtlecreekfinancial.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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