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.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

Essential Fundamental Analysis

The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

Doing Fine in '09?

Considering the market volatility over the past few months, will we see an improvement in 2009 economic conditions?

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