Antony L. Turbeville has a Bachelor of Science Degree in both Banking and Finance as well as in Business Administration. He holds or has held a Life, Health and Variable Annuity license, Series 6, 7, 24, 63, 65, 79 Securities License, a Certified Financial Planning designation, other lesser known designations, and a Florida real estate license. He has also founded and chaired Community Southern Bank's Board of Directors for six years. This background has afforded Tony Turbeville an extremely broad knowledge base regarding financial issues, which allows him to quickly and accurately surmise a financial scenario, determine a direction for accomplishing financial goals, coordinate various professionals, and navigate to a successful retirement outcome given the tools and resources available to a client.
Antony Turbeville has educated Financial Planners, Accountants, Insurance Agents and Attorneys in his creative planning concepts and strategies that focus on tax sensitive asset protection and income maximization strategies. Over the years he has been a guest speaker at numerous organizations, talk radio shows, public seminars and workshops, and public television.
Additionally, Tony Turbeville is the past President and board member for The Achievement Academy of Polk County, a charter school dedicated to helping children from birth to age six with learning delays and/or disabilities. Joining the organization in 1992, Turbeville helped the school regain its financial stability, expand its fundraising, convert it into charter school status and help it grow physically with additional locations and space. Mr. Turbeville has also been on numerous other non-profit boards, fund raising initiatives, and public awareness campaigns for institutions serving children and the elderly.
In 2000, Antony Turbeville founded Platinum Benefit Planning, Inc., a Florida-based company specializing in retirement income distribution planning and asset protection planning. The company currently employs seventeen team members, including eight asset protection consultants, two of which are also financial advisors, and nice support staff. Since 2000, Platinum Benefit Planning has helped well over 3,000 families throughout the United States legally, ethically and strategically protect an estimated $420 million in assets from Nursing Home Medicaid spend-down. Experts at Platinum Benefit Planning pay special attention to maximizing the income a community