In the past 17 years, my family and I have been the clients of Wynn & his team. I believe we were one of his first clients when he... read more was just starting out in the business as a young man. Through the years, we are very pleased with his professional services. Following are the highlights that I would highly recommend to whom is looking for an insurance agent: 1. Professional knowledge We have over a dozen accounts for life insurance, long term care/life insurance, annuities, retirement/financial planning, small business tax benefits…. etc. Wynn and his team always provided the most updated information to help us make the best decisions. 2. Personal services He and his team are detailed oriented. His quick response to your questions and emails was exceptional. No matter how complicated the situations were, he always conducted researches and resolved the issues quickly. 3. Annual views Wynn was the only insurance agent provided annuls reviews to our accounts. During our annual reviews, he had often bring in other subject matter experts because it was his professional team has more insights to share about our situation, and it was because our needs (or the law) had changed. 4. Integrity Wynn is a hard working young man with ethics and integrity. He never sells us any products that were not suiting our needs or situations. We have recommended to our friends who all impressed with professionalism.

I've known Wynn for over half my life -- and I can say he's my oldest friend. He's helped me and my family with our financial planning & tax planning needs... read more over the years. I was still in med school when he started in this business, but I've watched him & his business grow over the years as my needs have changed, and he's definitely kept up! What started as needing some insurance planning 10+ years ago turned into him showing me a handful of big-ticket tax-saving strategies for my business a few years ago. Then recently, he and his team of tax experts showed me a custom, holistic tax reduction plan that will save me $130K in taxes the next 3 months, and a lot more every year for the next 5 years!! I was blown away. This was exactly what I have been looking for in a financial professional advisory group. Some people say they don't like to mix business with family or friends -- if business goes sour, then the friendship may be lost too. My philosophy is that why wouldn't you do business with people you trust? Wynn has always been the level-headed, responsible & dependable one ever since high school. When we'd go out in our 20s, I could always count on him as the default designated driver, among other things. I know I can count on him for the rest of my life to keep me financially organized & on top of things, and to help me follow through on the important things (big & small) that probably would get put off. I also know he always has my family's best interest at heart. If you are a business owner, you need to have this man and his team in your life!

We have been clients of Wynn & Turnkey team since late 2015. They came highly recommended by a good friend of mine who is their client. As our kids grew,... read more and our needs evolved, we've come back to the Turnkey team for advice & guidance, and have not been disappointed. Wynn is a straight-shooter, can relate to his clients like me well & understand where I'm coming from. He & Turnkey team are very responsive & provide wonderful customer service.