About PFSI

Professional Financial Specialists, Inc. - 1994
PFSI specializes in providing Professionals one agency's expertise in Business Insurance, Employee Benefits, Personal Insurance, and Financial Planning. Although many of these areas of risk and benefits could be provided separately, many overlap each other, making it very important that the Professional work with a specialist that could assist in the evaluation of each area of risk. PFSI currently works with over 1500 Colorado Dentists, Physicians, Attorneys, and other Self Employed Professionals. PFSI is licensed and has clients in over 20 states.

Disability Income Specialists - 1988

DIS specializes in providing the Professional a very detailed multi-carrier survey of Individual Disability, Group Disability, Long Term Care and Term Life benefits. From 1988 to 2001, DIS marketed the Disability and Term Life programs for the Colorado and Texas Dental Associations. PFSI took over the management of DIS in 2001.

Regan M. Turner, CFP®
Principle of PFSI, Graduate of CU Boulder BS Finance, Certified Financial Planner™
Licenses - Life, Health, Property, Casualty, Surplus Lines, Securities*
Memberships - Professional Independent Insurance Agents of Colorado (PIIAC), National Association of Health Underwriters (NAHU) (FRAHU)




Debra Hopkins - Business Liability & Property Specialist


Professional Liability and Malpractice - Attorneys, Dentists, Chiropractors, Physicians, etc.
Business Owner's Policies
Workers Compensation






Tara Barnett – Life and Disability Insurance specialist










 Business Liability & Property

  • Malpractice Insurance
  • Business Owner's Policies
  • Building Policies
  • Workers Compensation
  • Employment Practice Liability
  • ERISA Bond for Retirement Plans

 Health Insurance

  • Group Health
  • Health Savings Accounts
  • Individual Health
  • Temporary Health
  • International Health

 Disability Insurance

  • Disability Income Replacement
  • Business Expense
  • Loan Reducing Term
  • Group LTD

 Retirement Planning*

  • 401 (k), SEP
  • Profit Sharing Plans
  • Age Weighted
  • Cross Tested
  • Fixed Annuities
  • Index Annuities
  • Variable Annuit
Personal Insurance
  • Primary & 2nd Homes
  • Autos/Vehicles
  • Umbrella/Excess Liability
  • Valuables & Collections
  • Aircraft

 Life Insurance

  • Term Life - 10, 15, 20 & 30 yr.
  • Permanent Life - Whole, Universal, Variable*

 Education Funding

  • 529 Plans*
*Securities offered through the O.N. Equity Sales Company, Member NASD/SIPC, One Financial Way, Cincinnati OH 45242, 513.794.6794
License # RPI0003116
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