Retirement Financial Planning
Need Help with Retirement Financial 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 your J.P. Turner financial advisor to learn:
What you are currently invested in and how you can optimize those investments.People can change jobs many times over the course of their career and often leave behind 401(k) retirement plans with former employers. Your J.P. Turner advisor can assist you in "gathering" your plans and/or reviewing your current plan and recommending a strategy to help you get those investment dollars working.
How to start contributing today. Even small investments of $100 or less per month add up over time. Investing a little money is better than not investing any. Reviewing your current budget and identifying ways to reduce expenses will help determine how much money you can afford to invest monthly into your retirement account.
How major life changes can impact your financial strategy. Marriage, divorce, the birth of children, death and inheritance can drastically effect how much you can afford to save for retirement. Discuss any major life changes with your J.P. Turner financial advisor so he or she can review your current investment strategy and recommend changes if needed.
Why you should create an estate plan. It is a common misperception that estate planning is only for the wealthy when in fact estate planning can be for everyone. Your J.P. Turner advisor can assist you in creating a plan that will help you provide for loved ones in the event of your death or if you become disabled. Learn more about our estate planning services 
If you need to adjust your retirement plan. You should discuss your retirement plan annually with your J.P. Turner advisor. As you near retirement age it is even more important to maintain close communication with your advisor.
Speak with your J.P. Turner financial advisor to discuss your retirement goals and determine which investment product makes the most sense for you.
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.
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
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
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.
