Some of our client relationships began with a phone call in 1996.
We believe the best measure of our work is how our clients describe it. Here are their experiences with Neill Turner, Karen Jessey and the team at Strategic Wealth Partners, a financial planning firm in Greenwood Village, Colorado.
Personal views of these clients and their experience do not suggest future results. No compensation was provided.
01
Personal Planning
For some clients, planning started with getting out of debt. For others, it meant finding an advisor they could call when life changed.
Life is never without its challenges, but feeling like I have someone on my side helps when it comes to financial stability.
“At 35 years old, I was dealing with increasing stress and overwhelm related to my financial situation. Having accrued significant credit card debt starting at 18, I felt like I was barely keeping my head above water. My salary was low, and I couldn’t see a way out — and it was embarrassing. I considered myself a smart person, so it was hard to understand how I had gotten here or how to begin planning for a stable financial future.
I’ll never forget sobbing on the phone with Neill. His kindness was almost as important as his financial knowledge. I knew getting out of debt and reducing high interest rates was a priority, but I had no idea where to begin. Over time, we created simple plans and rules that helped me see that financial stability was in my future — and maybe not as far away as I thought.
My knowledge about how to manage a stable financial plan has grown, and I’ve maintained better habits for my long-term financial situation. I still get in touch with Neill when questions come up, and I value his consistent approach, guidance, and sensitivity. Having that support has made a meaningful difference.
Life is never without its challenges, but feeling like I have someone on my side helps when it comes to financial stability. I really couldn’t be more grateful.”
CCarolynClient of Neill Turner9175930.1 Exp 10/28
A life can change over thirteen years. Mine has.
“Knowing that I have a financial plan that can handle the ups and downs, and the expansion and contraction of cash flow, keeps me feeling financially confident. Working with Neill (and his team) keeps me focused on what I want to focus on — my husband, my job, and living a good life. Not only do I trust Neill with my financial accounts, I trust him as an advisor and friend for all of the expected and unexpected events life can bring your way.”
AAmyClient of Neill Turner for thirteen years9175911.1 Exp 10/28
I truly feel like I have a friend and professional on my side helping me get the best out of my financial future.
“From my very first conversation with Neill, he was approachable, listened, and we talked through my overall goals. I was looking for a set it & forget it approach and he understood exactly what I meant! We created a plan and I can reach out anytime to address needs, concerns or ask questions. The entire team at Strategic Wealth Partners is a delight to work with, they make everything so easy.”
PPaulineClient of Neill Turner9175947.1 Exp 10/28
The BEST decision was making that first phone call to Karen back in 1996.
“Karen has been instrumental in guiding us on this journey. We worked hard and listened to her advice. We have always trusted her and are proud to call her our financial advisor, and also a friend. The BEST decision was making that first phone call to Karen back in 1996. Not only Karen, but everyone in her office has been nothing but a pleasure.”
C&KClaudia & KellyeClients of Karen Jessey since 19969175960.1 Exp 10/28
02
Retirement Income
What retirement looks like after years of planning together.
Never did we think we’d look forward to our annual meeting with our financial advisor. But we do.
“Never did we think we’d look forward to our annual meeting with our financial advisor. But we do. Our dreams of retiring — earlier than we originally thought we could — and traveling on big adventures became a reality with Karen’s help. We feel confident in our retirement, something we couldn’t appreciate more.”
K&RKaren & RayRetired clients of Karen Jessey9178021.1 Exp 10/28
The past 22 years working with Karen have flown by in the best way possible.
“From a bustling career to the joys of full-time retirement, the past 22 years working with Karen have flown by in the best way possible. Through every up and down, she’s been a steady and reassuring presence, guiding us with care and experience. We genuinely look forward to each meeting, knowing that her advice will keep us on the right path. Our gratitude is immense, and we’re excited to continue this wonderful relationship for many more years to come.”
W&KWendy & KimClients of Karen Jessey since 20049175989.1 Exp 10/28
Now, fifteen years into our retirement, we are traveling and able to enjoy life while being financially confident.
“27 years ago, Karen evaluated our financial situation and developed long-term plans to meet our retirement goals. We wanted to travel and stay active. Now, fifteen years into our retirement, we are traveling and able to enjoy life while being financially confident. We appreciate Karen and her team for always being knowledgeable advisers and available to us when the need arises.”
P&GPaula & GayleClients of Karen Jessey for 27 years9178034.1 Exp 10/28
We’re booking the better seats!
“Talking to Karen about her travel adventures and planning our own overseas trips, Karen told us to book the better airline seats because we earned it and can afford it, so we should go for comfort. This is a BIG jump for us! We thank Karen, Neill, and their team for getting us to where we are now. So thank you all! We love Team Jessey!”
M&HMikey & HeidiClients of Karen Jessey and Neill Turner9178047.1 Exp 10/28
03
Business Planning
When you own a business, your plan has to account for the people who depend on it.
We came out of this process feeling protected, confident, and ready for the future.
“The biggest concern in a business is what happens if any one of us becomes incapacitated or dies. Besides being able to continue running a business, we have to consider how we support our staff’s families in such dire times. Thankfully, the team at SWP was there to assist us with understanding the myriad options between disability coverage, life insurance, employee benefits, and determining both the proper amounts and structuring for all these products.
Strategic Wealth Partners dedicates itself to customer service above all else, and unlike many in the financial world, they go above and beyond not only to determine the best options for their clients, but also to collaborate with other professionals. We have firsthand experience of their capacity and breadth of experience helping businesses.”
BBrandon, Esq.Business owner and client of Strategic Wealth Partners9178061.1 Exp 10/28
Let’s talk about your plan.
A first conversation with Neill, Karen or our team is the easiest place to start.
