Jason Peeples

Office: Memphis
618 Oakleaf Office Lane, Suite 300
Memphis, Tennessee 38117
(901) 322-9103

Contact
jason.peeples@continuumpp.com
Direct: (901) 322-0292
Fax: (901) 322-0294

Find me on LinkedIn
Download my vCard

Our Partners- Jason Peeples

Jason's Team

Donna Berry
Donna Berry
Executive Assistant
donna.berry@continuumpp.com
Direct: (901) 322-9103
Kip Paxton
Kip Paxton
Investment Processing Manager
kip.paxton@continuumpp.com
615-309-6342
Val Horton
Val Horton
valeciahorton@continuumpp.com
615-309-6370

Setting a vision for where you want to be in your financial life is the most important step in meeting your goals. However, most people have not taken the time to set those goals or have not kept up with them as their life has changed. Our job is to be your coach to set realistic goals and stay by your side to help you reach them.

Common concerns we hear when first working with clients is the fear of outliving their incomes and providing security for their families. These concerns typically come from a lack of coordination in their financial planning where they may not be aware of how past decisions affect other portions of their financial life. Another root of these concerns could be that they have not taken the time to set goals and track their progress towards them.

My goal is to help individuals and business owners define their financial objectives and implement strategies to help them reach those goals. This is accomplished through a long-term relationship where we act as their coach to stay on track, or change course when life throws a curveball.

After several years in public accounting, I wanted to pursue my passion of working with individuals and business owners to help them reach their life and financial goals. The favorite part of my business is when after years of working with an individual, family or business owners, we realize and they obtain their life goals.

Areas of Expertise:

  • Financial Planning
  • Education Planning
  • Investment Management
  • Qualified Retirement Plans
  • Retirement Income Strategies
  • Executive Compensation Plans
  • Income Taxes Planning/Reduction Strategies
  • Employee Benefit Plans
  • Personal Protection Strategies
  • Business Succession Plans
  • Estate Planning
  • Charitable Gifting Planning

Education:

University of Memphis - Accounting
CERTIFIED FINANCIAL PLANNER™ certification
Currently enrolled in American College Master of Science in Financial Services Program

Affiliations:

2009 Five Star Top 5 % Wealth Manager – Memphis Area
Member Memphis Financial Planning Association
Member Christ United Methodist Church
Eagle Scout

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

Click the image below to learn more.
Does it sound like Jason would be a good fit for you? Give him a call today.

More About Jason...

After over 25 years in the financial services industry, Jason affliated with Capital Financial Group (CFG) in the Memphis office in 2007. In order to provide a higher level of planning to clients with more complex situations, Jason joined Continuum Planning Partners (CPP) in 2015.

Jason graduated from the University of Memphis with a BBA in Accounting. After several years in the accounting field, Jason began in the financial planning industry then achieved the Certified Financial Planner designation in 1994. To continue his education to further help his clients, Jason is currently enrolled in the Master of Science in

Financial Services program. Jason is married to Kerry and enjoys spending time with her and his son. He is also an avid fly fisherman and will take any opportunity to fish at his cabin in Arkansas.

Interested in working with Jason? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.