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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 Insurance Services, Inc.

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 Insurance Services, Inc.

Uturn Insurance'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 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 Insurance'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 two decades of serving in the financial services industry, passion abounds in helping people who are near retirement or actively in the process of the transition.

Our Commitment

Our commitment is to treat you with respect and provide you with honest, reliable advice to help you achieve your financial goals. We will educate you about your options and help you determine the best path, even if it isn’t with us.

https://www.youtube.com/watch?v=Nep1qytq9JM&t=325s&feature=youtu.be
Tucker Waits

“You CAN have certainty and
decent financial gain at the same time.”

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