Patti Turner, NSSA® & IRMAACP™ Advisor · Winchester, MA
Patti Turner
Paraplanner, Shepherd Financial Partners
www.shepherdfinancialpartners.com
Professional Profile
Patti Turner is a dedicated Paraplanner at Shepherd Financial Partners in Massachusetts, where she partners with Wealth Advisors to create customized financial plans tailored to each client's unique needs. Holding the FPQP, CRPC, NSSA®, and IRMAACP™ designations, along with an MBA from Southern New Hampshire University, Patti is well-equipped with comprehensive knowledge in financial planning and social security strategies.
As a certified professional, Patti Turner has completed the National Social Security Advisor program and the IRMAACP™ Medicare & IRMAA certification, bringing specialized expertise in Social Security and Medicare planning to clients.
Her dual certifications as an NSSA® and IRMAACP™ expert provide significant advantages for clients. Patti helps clients understand and manage IRMAA-related Medicare costs by coordinating Medicare, tax planning, and Social Security decisions. This holistic approach reduces unnecessary premium surcharges and costly planning mistakes, ensuring reliable advice and personalized support for those planning retirement or navigating social security benefits.
Patti's commitment to excellence and her deep understanding of financial services make her a trusted resource for clients seeking expert guidance. Partner with Patti to secure your financial future with confidence and benefit from her comprehensive expertise.
Disclosure
Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
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