Ari Turk

About Ari Turk

Leading a good financial life is so much more than \" beating the market\" or buying into…

Experience

1. Founder & Certified Financial Plannertm

   Turk Financial Group

   Jan 2017 — Present · Brooklyn, NY, US

   If you are like most people the deck is stacked against you when trying to make prudent financial decisions. The world is moving too fast to stay up on every nuance and when it comes to your money you can\'t avoid engaging with the broader financial world. Unfortunately, there are even more impediments to your financial success than you know of.Case in point: A prominent senator subpoenaed documents related to the performance based pay method of most major insurance companies in 2015 to uncover potential biases and abuses in the insurance sales training programs. She discovered that Americans lose 17 BILLION (with a B) every year from just one type of insurance product because of unscrupulous salespeople. Not only is it difficult to be up to date on all the changes in the economic landscape, the financial advising field is still young and there aren\'t the same uniform standards on what a title means and what level of responsibility is held of an adviser to their clients. It is important to be aware that there are many salespeople that refer to themselves as financial advisers but are not obligated to put your needs ahead of their own. As long as it is suitable, they cannot be liable. At Turk Financial Group (TfG) we know how frustrating it can be to take control of your financial life. We have developed a service to assist your financial journey to help ensure you reach your goals an avoid these pitfallsWe bring relief to people by helping them organize their financial lives in a thorough process that takes the pressure and confusion out of our clients’ hands allowing them to enjoy their lives knowing that they are taking charge of their finances empowered with knowledge.

Education

• Fairleigh Dickinson University

  B.A., Business/Commerce, General

  2012 — 2014

• The American College of Financial Services

  Certified Financial Planner, Financial Planning and Services

  2014 — 2018

Skills

• Long-Term Care
• Estate Planning
• Public Speaking
• Non-Qualified Deferred Compensation
• Research
• Financial Services
• Risk Management
• Life Insurance
• Event Management
• Lifetime Income Strategies
• Key Person Protection
• Leadership
• Retirement Planning
• Buy-Sell Agreements
• Life Insurance Strategies
• 401k Rollovers
• Investments
• Customer Service
• Strategic Planning