Investment Banking

 

Financial Services Company Offering Estate Planning Services

Financial Services Company Offering Estate Planning ServicesLooking for a Financial Services Company Offering Estate Planning Services?
Creating an estate plan goes beyond just planning for estate taxes; it's about developing a plan to take care of your loved ones in the event of your death or if you become disabled. Your J.P. Turner financial advisor can assist you with developing a plan that addresses the immediate and long-term needs of your family.

Your J.P. Turner financial advisor can help you create a comprehensive estate plan that can include a strategy for:

  • Incapacity - Using powers of attorney and long-term care insurance you can make sure your family is taken care of if you become ill or injured.
  • Avoiding probate - Helping your family avoid the delays and frustrations of probate and estate settlement will relieve unnecessary stress.
  • Transferring wealth - Using wills, beneficiary designations, gifting and trusts your wealth can efficiently be transferred to loved ones.
  • Charitable giving - Developing gifting and trust strategies to benefit charities will help ensure your gift is efficiently transferred.
  • Estate taxes - Reducing the potential estate tax burden your family may face is important. J.P. Turner's financial advisors can assist you in reducing the estate taxes incurred by your passing.
  • Trusts - Your J.P. Turner financial advisor can establish one or more trusts designed to help you accomplish your estate goals.

Your estate planning team is critical to ensuring your wishes are carried out and should include your J.P. Turner financial advisor, your attorney and your CPA. This team will work together to serve your interests. Because your family and financial circumstances change throughout your life, it's important to revisit your estate plan regularly. That way you can keep it up-to-date and make sure that the changing needs of your family continue to be addressed.

Note: J.P. Turner & Company does not provide legal, accounting or tax-preparation advice. You should consult your tax and legal advisors for your specific situation.

 

Through J.P. Turner & Company, LLC and J.P. Turner & Company Capital Management, LLC we offer a spectrum of investment products and services, including:

Contact us today to find an independent J.P. Turner advisor near you.

 

Other Financial Planning Services

College Planning
With the cost of college tuition on the rise, incorporating a college saving plan as a part of your J.P. Turner portfolio can potentially provide a growing cash pool to solve future educational financing issues. Your J.P. Turner financial advisor can work with you to define your investment goals and recommend a strategy to help you meet them. Your J.P. Turner advisor offers access to 529 plans which are operated by a state or educational institution to help families set aside money for future college expenses. Learn more about 529 college savings plans

Retirement Planning
It's never too soon or too late to begin saving for your retirement. Obviously sooner is better because your money has the opportunity to benefit from compounding and has a chance to rebound from market setbacks. How do you create a plan that optimizes the funds you have to invest and balances that with your potential long-term needs? Talk to a J.P. Turner financial advisor to learn about J.P. investment products to address your retirement planning needs, including: Traditional IRA, Roth IRA, Rollover IRA, Simple IRA, SEP IRA, 401(k), Roth 401(k), Solo 401(k), Profit Sharing Plans, Defined Benefit Plans, and 403(b). Learn more about Retirement Planning

About J.P. Turner

More than a decade has passed since Bill Mello and Tim McAfee founded J.P. Turner & Company, LLC and many things have changed. Our company has moved from being a traditional brokerage firm to a full-service investment banking, advisory services and brokerage firm, with advisory services available through J.P. Turner & Company Capital Management, LLC. Tim and Bill continue to infuse their family-first values through each member of the J.P. Turner team. Named for their sons, Jody Patrick Mello and Turner McAfee, J.P. Turner remains focused on its greatest resource—its people. Because Bill, Tim and each member of our executive team have managed portfolios, the one thing that will not change is our dedication and focus on enhancing the support and solutions available to our independent representatives.

J.P. Turner & Company, LLC is a member of SIPC, the Financial Services Institute and the National Investment Banking Association. Headquartered in Atlanta, we have more than 200 offices nationwide and have been named one of the nation's fastest growing independent broker/dealers by Investment News for five years running.