Keys to Financial Planning
Looking for the Keys to Financial Planning?
Finding a knowledgeable, financial services advisor is crucial to your ability to achieve your financial goals. The investment advisors at J.P. Turner & Company Capital Management, LLC, provide comprehensive investment advisory and financial planning services through our network of nationwide independent offices. Our financial advisors strive to clearly understand your investment goals, identify your risk tolerance and work with you to create investment strategies that make sense for your current lifestyle and budget.
Through J.P. Turner & Company, LLC and J.P. Turner & Company Capital Management, LLC we offer a spectrum of investment products and services, including:
- Financial Planning
- Brokerage
- Investment Banking
- Real Estate Investing
- Gas and Oil Product Investing
- Professional Asset Allocation
- Saving for College
- Planning for Retirement or Early Retirement
- Estate Planning
- Insurance Products
Contact us today to find an independent J.P. Turner advisor near you.
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 
Estate Planning
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, avoiding probate, transferring wealth, charitable giving, estate taxes, and trusts. Learn more about Estate Planning
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.
