
Retire With Financial Peace of Mind, Confidence & Security.
We help our clients build wealth with intention and achieve their financial goals by simplifying the retirement planning process—with Purpose (Income Planning), Performance (Investment Planning), Protection (Tax Planning) and Possibilities (Legacy Planning).
100% Virtual Meetings | Individual Personal Attention | Caring, Concerned Environment
Income Planning (Purpose)
Put your hard-earned assets to work with retirement income strategies, including pensions, IRAs, 401(k) rollovers, indexed annuities and more.
Investment Planning (Performance)
Specializing in Tactical Active Money Management. Whether your Risk Tolerance is conservative or aggressive, our goal is to Reduce Volatility Without Sacrificing Returns.
Legacy Planning (Protection)
Assess your values and financial goals to help ensure your wealth is preserved, appropriately transferred and realized by future generations.
Tax Planning (Possibilities)
By viewing your current and past tax returns, you may find ways to reduce what you owe next year, as well as reduce future taxes for your loved ones when you pass.
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The Retirement Roadmap: A Smarter Approach to Income & Wealth Protection
If you’re preparing for retirement or already retired, this video will help you understand how a personalized retirement strategy can help create reliable income, reduce unnecessary risk, and protect the wealth you’ve worked hard to build.
Who is WMS Retirement Solutions and what services do you offer?
If you’re approaching retirement or already retired, it’s normal to have questions about retirement income, taxes, market risk, and whether your financial future is truly secure. In this video, Mark Turner from WMS Retirement Solutions explains how holistic retirement planning can help turn your savings into a clear, dependable retirement strategy designed around your goals and lifestyle.
How do you help protect my retirement savings from market downturns?
If retirement is approaching, major stock market swings can feel more personal than ever. In this video, Mark Turner from WMS Retirement Solutions explains how retirement planning strategies can help reduce risk, protect retirement income, and create greater financial confidence during uncertain markets.
How do you help clients plan for retirement and what happens in our retirement planning discussions?
If you’re thinking about retirement or already retired, your first conversation with an Accredited Investment Fiduciary should feel clear, simple, and pressure-free. In this video, Mark Turner from WMS Retirement Solutions explains exactly what you can expect during your initial retirement planning discussion and how we help you start gaining clarity about your financial future.
Why is it important to work with an Accredited Investment Fiduciary with your retirement assets?
When planning for retirement, it can be difficult to understand the difference between advisors, planners, brokers, and agents—and more importantly, who is truly required to act in your best interest. In this video, Mark Turner from WMS Retirement Solutions explains what it means to work with an Accredited Investment Fiduciary and why that standard matters when making decisions about your retirement savings.

FREE Download: Guide to Creating a More Confident Retirement
This concise, easy-to-digest guide—by Accredited Investment Fiduciary® (AIF®), Mark D. Turner—was designed to help individuals build a secure and confident retirement plan without overwhelming complexity. In this roughly 24-page quick read, Turner focuses on the idea that retirement success isn’t just about savings, but about creating a clear strategy for income, risk management, taxes, healthcare, and legacy planning. Get your FREE copy today!
Our Interviews
From addressing mitigating risk in retirement to retirement income and safe growth strategies, Wealth Management Strategies Retirement Solutions President, Mark Turner, discusses these topics and more in these exclusive media interviews.
Our podcasts
Get informed through insightful and timely conversations centered on building a secure financial future, featuring seasoned financial professional, Mark Turner, as he dives into the essentials of retirement planning and wealth management.
Our videos
Our video library was designed to serve as a valuable resource for individuals seeking information on various topics centered around retirement planning. Our videos created, for pre- and post-retirees, can also be found on our YouTube channel for easy access.
Our Newsletters
Sign up TODAY to get our FREE monthly and weekly newsletters delivered directly to your inbox, featuring critical retirement information, including expert insights on income planning, investment planning, tax planning, legacy planning and more. Also, gain exclusive access to our tips and tools for retirees, including tutorials, how-to videos calculators, and more!