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May 25, 2012 @ 06:41 AM

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Peter D. Jepson

Guiding Your Team to Help You Meet Your Financial Goals

Welcome
We offer a wealth of information about estate planning and additional information in newsletter articles, calculators, and research reports.

Peter D. Jepson guides the spirit of team planning to help benefit clients with financial success, helping you to coordinate your planning in an effective and cost efficient manner. We help our clients by creating and executing financial programs designed to meet your specific goals.

Peter D. Jepson has been involved in investment strategies and estate planning since 1986. He graduated with a bachelor's degree in business administration from the University of Minnesota. In addition, he has achieved the professional designation of Chartered Financial Consultant (ChFC), from the American College, Bryn Mawr, PA.

A ChFC's role includes:

  • adhering to a strict code of ethics
  • striving to place the client's interest above all else
  • following the latest industry and regulatory changes through continuing education

He helps craft estate planning strategies for high net worth individuals, successful professionals and retirees. Peter's financial philosophy involves establishing long-term, close relationships through guidance and sound, value-oriented investment strategies. He guides his clients toward a balanced investment portfolio, and sound estate planning strategies. Extensive knowledge of estate planning strategies and retirement strategies allows Peter to provide a wide range of investment and insurance choices and the flexibility to use constructive client-oriented programs.

Peter and his wife Cori have lived in Southwest Florida for 27 years. They are the proud patents of a son, Dylan. Peter is actively involved in the Big Brother/Big Sister organization and has sponsored a Little Brother for the past eleven years. He has conducted hundreds of estate and financial programs for thousands of Southwest Florida residents. He is a member of numerous professional organizations including  the American Society of Chartered Life Underwriters (CLU), and is a Chartered Financial Consultant (ChFC). Peter was the 2003/2004 president of the Southwest Florida Chapter of the Financial Service Professionals and a member of the Estate Planning Council of Naples. His hobbies include golf, racquetball and waterskiing.

PPG47786a (1/09)

Newsletters

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

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